Medical Record & Workflow AutomationPurpose
1.2. Automates secure transfer of medical records, notifies relevant parties, and synchronizes updates between clinicians and referring providers.
1.3. Ensures compliance and audit trails while automating patient notifications, reminder, and status updates for all stakeholders in second opinion and referral workflows.
Trigger Conditions
2.2. Physician initiates second opinion request from the patient’s medical record.
2.3. Change in referral status—accepted, in-progress, or completed.
2.4. Medical imaging or test results uploaded and available for review.
2.5. Scheduled appointment linked to the referral status.
2.6. Manual form submission from clinicians or administrative staff.
2.7. Patient or provider upload of supporting documentation to portal.
Platform Variants
3.1. Epic Systems (EMR/EHR Integration)
• Feature/Setting: Use Epic’s Open.epic FHIR API; Endpoint: `/ReferralRequest` and `/CommunicationRequest` for referral workflows.
3.2. Cerner Health (EHR Automation)
• Feature/Setting: SMART on FHIR apps; Configure `POST /ReferralRequest` and `PATCH /ReferralRequest/{id}` for updates.
3.3. Athenahealth
• Feature/Setting: API Call: `/v1/referrals` endpoint for automating referral creation and status tracking.
3.4. Salesforce Health Cloud
• Feature/Setting: Health Cloud Referral Management module; Automated workflow rules to trigger referral tasks on record creation.
3.5. Twilio SMS
• Feature/Setting: Programmable SMS API; Send automated notifications and appointment reminders to patients and providers.
3.6. SendGrid
• Feature/Setting: Transactional Email API; Automates status emails and document sharing across stakeholders.
3.7. Google Workspace (Gmail, Sheets, Drive)
• Feature/Setting: Apps Script triggers; Automates emailing, document sharing, and report updates on referral events.
3.8. Microsoft Power Automate
• Feature/Setting: Cloud Flows; Automates connection between EMR records and Teams/Outlook notifications for referrals.
3.9. DocuSign
• Feature/Setting: eSignature API; Automates patient consent for data sharing and referral forms.
3.10. Dropbox
• Feature/Setting: File Request and API integration; Automates patient or clinician file uploads for second opinion cases.
3.11. Slack
• Feature/Setting: Incoming Webhooks; Automates direct channel updates for new or changed referral status.
3.12. Zoom
• Feature/Setting: Meetings API; Automates second opinion telemedicine scheduling based on referral triggers.
3.13. HubSpot
• Feature/Setting: Workflows; Automates task assignment and follow-ups for referral and second opinion cases.
3.14. Zendesk
• Feature/Setting: Ticket automation; Automatically creates helpdesk tickets linked to referral workflows for case management.
3.15. Jotform
• Feature/Setting: Webhook and API integration; Automates intake of referral requests and required documents.
3.16. AWS S3
• Feature/Setting: Automated file storage; Secure archiving of medical images and records accessible via API requests.
3.17. Monday.com
• Feature/Setting: Automations; Board item updates triggered by API calls for tracking referral progress.
3.18. Zoominfo
• Feature/Setting: Contact enrichment API; Automates retrieval of provider info for second opinion or referral routing.
3.19. Calendly
• Feature/Setting: Scheduled event webhooks; Automates updating medical record workflow when appointments occur.
3.20. Intercom
• Feature/Setting: Messaging automation; Automates outbound communications on referral updates and queries.
3.21. Meditech
• Feature/Setting: Referral routing via Meditech APIs; Automates data flow and status notifications for orthopedic referrals.
3.22. SAP Health
• Feature/Setting: Healthcare Integration Suite; Automates EMR, referral, and notification integration logic.
3.23. Asana
• Feature/Setting: Rule-based task creation; Automates assigning and updating medical record workflow tasks.
3.24. Zapier
• Feature/Setting: Multi-app Automations; Links EHR, communication, and storage platforms for comprehensive automation.
3.25. Box
• Feature/Setting: Box API automation; Automates document sharing and permissions for external providers.
Benefits
4.2. Ensures records and imaging are securely transferred and tracked without human delay.
4.3. Improves patient satisfaction with timely, automated notifications for appointment and case status.
4.4. Guarantees auditability and compliance by automated logging of every action and consent.
4.5. Empowers orthopedic clinics to scale referral and second opinion volumes without increasing staff effort through workflow automation.
4.6. Enhances coordination with external providers via automating document exchange and follow-up triggers.
4.7. Supports continuous improvement by automating analytics and reporting on referral patterns and turnaround times.