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Newborn care and postpartum checklists

Purpose

1.1. Automate the delivery of newborn care and postpartum checklists to new mothers and families through multiple communication channels and schedules.
1.2. Automated workflows provide continuous engagement, timely postnatal guidance, and reminders for pediatric and maternal self-care.
1.3. Automating this process ensures no critical care step is missed and supports efficient patient communication and education for midwifery practices.

Trigger Conditions

2.1. New patient enrolled in maternity program or discharged after delivery.
2.2. Completion of birth registration in EHR/EMR system.
2.3. Scheduled postpartum visits updated in calendar.
2.4. Manual trigger by healthcare professional for ad hoc checklist delivery.
2.5. Automatedly triggered follow-ups based on elapsed days post-birth.

Platform variants


3.1. Twilio SMS
• Feature/Setting: Automate SMS delivery of newborn checklists using Twilio Messaging API.
• Sample Configuration: POST to /2010-04-01/Accounts/{AccountSid}/Messages.json with checklist text and recipient number.

3.2. SendGrid
• Feature/Setting: Automate checklist emails using SendGrid v3 Mail Send API.
• Sample Configuration: POST to /v3/mail/send with email template and checklist attachments.

3.3. WhatsApp Business API
• Feature/Setting: Automator sends checklists as WhatsApp messages using /messages endpoint.
• Sample Configuration: POST to /v1/messages with media and checklist link.

3.4. Slack
• Feature/Setting: Automatedly posts checklist reminders in private channels via chat.postMessage.
• Sample Configuration: POST to /api/chat.postMessage with text and attachments.

3.5. Google Calendar
• Feature/Setting: Automate creation of postpartum follow-up events and automated reminders using Calendar API.
• Sample Configuration: POST to /calendars/calendarId/events with structured event details.

3.6. Salesforce Health Cloud
• Feature/Setting: Automate checklist task assignment to patient cases using REST API /services/data/vXX.X/sobjects/Task.
• Sample Configuration: POST task to patient's Case ID with checklist due date.

3.7. Microsoft Teams
• Feature/Setting: Automator sends automated checklist notifications via Teams webhook.
• Sample Configuration: POST JSON payload to Teams Incoming Webhook URL.

3.8. HubSpot
• Feature/Setting: Automate email series for postpartum care checklists via Workflows and Marketing Emails API.
• Sample Configuration: Trigger workflow using /automation/v3/workflows/invoke with contact properties.

3.9. ActiveCampaign
• Feature/Setting: Automate personalized checklist email or SMS sequence via Automations API.
• Sample Configuration: POST to /api/3/automations/{id}/contacts with contact and step info.

3.10. Zoom
• Feature/Setting: Automate invites to online newborn/mother workshops using Zoom Meetings API.
• Sample Configuration: POST to /users/{userId}/meetings with session and checklist topic.

3.11. PrestaShop
• Feature/Setting: Automatically send checklists as PDF attachments through order confirmation or follow-up CRM module.
• Sample Configuration: Hook automation to order status change, trigger email with checklist.

3.12. DocuSign
• Feature/Setting: Automated delivery of checklists requiring signature using Envelopes API.
• Sample Configuration: POST to /v2.1/accounts/{accountId}/envelopes with checklist PDF.

3.13. Mailchimp
• Feature/Setting: Automate checklist campaigns using Mailchimp Transactional API.
• Sample Configuration: POST to /messages/send-template with campaign and checklist references.

3.14. Zendesk
• Feature/Setting: Generate automated support tickets for uncompleted postpartum checklist steps via Tickets API.
• Sample Configuration: POST to /api/v2/tickets with parent case and checklist item.

3.15. Asana
• Feature/Setting: Automator creates task lists for midwives/patients using Tasks API.
• Sample Configuration: POST to /tasks with project, assignee, and checklist.

3.16. Airtable
• Feature/Setting: Automated checklist records created in Postpartum Care table via REST API.
• Sample Configuration: POST to /v0/{baseId}/{tableName} with patient data.

3.17. Trello
• Feature/Setting: Automate creation of postpartum boards/cards with checklist items using Trello API.
• Sample Configuration: POST to /1/cards with board/list info and checklist.

3.18. ClickSend
• Feature/Setting: Send checklist SMS/MMS using ClickSend API Messaging.
• Sample Configuration: POST to /v3/sms/send with mobile and checklist message.

3.19. Google Sheets
• Feature/Setting: Automatedly log checklist completion and engagement using Sheets API.
• Sample Configuration: Append to /v4/spreadsheets/{spreadsheetId}/values/{range}:append.

3.20. Intercom
• Feature/Setting: Trigger automated in-app/postpartum checklist messages via Messaging API.
• Sample Configuration: POST to /messages with content and segmentation.

Benefits

4.1. Automates patient engagement, ensuring consistent postpartum guidance.
4.2. Cuts manual workload via automated notifications, reminders, and checklist delivery.
4.3. Automatedly increases completion rates and maternal/newborn safety.
4.4. Allows midwives to focus on care excellence while automating administrative tasks.
4.5. Creates real-time data for tracking, analytics, and improving care protocols.

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