Clinical Workflow AutomationPurpose
1.2. Automatable processes include intake, triage, data collection, appointment scheduling, referral tracking, follow-up reminders, and feedback loops.
1.3. Automating minimizes manual entry, reduces human error, and expedites patient care coordination, enhancing operational efficiency for medical practitioners.
1.4. Automatedly ensure HIPAA compliance and comprehensive referral documentation, supporting audit trails and clinical quality standards.
Trigger Conditions
2.2. Receipt of external referral via secure message, email, or fax integration.
2.3. Change in patient clinical status triggering automated alerts for escalation.
2.4. Status update on previously referred patient (e.g., appointment booked).
2.5. Completion of referral consultation, triggering feedback request and closure.
Platform variants
3.1. Salesforce Health Cloud
• Feature/Setting: Flows with "Create a Record" and "Update Record" automates specialist case assignment and notification.
3.2. Epic Systems (EHR)
• Feature/Setting: Automated Care Everywhere Referral Routing with "Referral Order" API endpoint.
3.3. Cerner PowerChart
• Feature/Setting: "Cerner Open Developer Experience (code) Referral API" automates outgoing and incoming referral data.
3.4. Athenahealth
• Feature/Setting: "Patient Referral" API automates referral record creation and updates.
3.5. Microsoft Power Automate
• Feature/Setting: Pre-built templates with "HTTP Request" action for managing referrals and status automation.
3.6. Google Workspace (Gmail, Sheets)
• Feature/Setting: "Apps Script Triggers" automate capturing referral requests from emails to Sheets for tracking.
3.7. Zendesk
• Feature/Setting: Support ticket automator triggers with the "Create Ticket" API for referral questions.
3.8. Twilio
• Feature/Setting: Programmable SMS & Voice "SendMessage" API automates patient and specialist notifications.
3.9. DocuSign
• Feature/Setting: "Envelope Sent" webhook automates signed referral forms distribution.
3.10. Slack
• Feature/Setting: Incoming Webhook automates team referral updates in dedicated ENT channels.
3.11. Intercom
• Feature/Setting: "New Conversation" trigger automates real-time specialist alerts for urgent referrals.
3.12. Google Calendar
• Feature/Setting: "Create Event" API automates referral appointment scheduling with specialists.
3.13. SendGrid
• Feature/Setting: Transactional Email "Mail Send API" automates confirmation to referrer and specialist.
3.14. HubSpot
• Feature/Setting: Workflow automator with "Create Task" API automates follow-up reminders.
3.15. Asana
• Feature/Setting: "Tasks API" automates referral task assignment and deadline monitoring.
3.16. Monday.com
• Feature/Setting: Automation recipe "When status changes to X, create item" automates next steps for referrals.
3.17. Zapier
• Feature/Setting: Multi-step workflow automates data handoffs between apps (trigger: referral form received).
3.18. AWS Lambda
• Feature/Setting: Scheduled function automates data transformation and forwarding to downstream APIs.
3.19. Azure Logic Apps
• Feature/Setting: "When a new record is created" connector automates workflow initiation and branching.
3.20. Box
• Feature/Setting: File upload automation ("Webhook Event - File Uploaded") automates doctor's access to referral files.
3.21. OneDrive
• Feature/Setting: "When a file is created" flow automates document sharing with ENT teams.
3.22. Adobe Acrobat Sign
• Feature/Setting: Agreement Events API automates referral document signing notification for practitioners.
Benefits
4.2. Speeds up patient access to ENT care by automatedly reducing bottlenecks.
4.3. Automating reminders improves appointment adherence and specialist feedback.
4.4. Ensures auditable, automated documentation for regulatory compliance.
4.5. Reduces manual burden on staff, enabling automators to focus on patient-centric tasks.
4.6. Enables scalable, automatable processes for growing ENT practices and healthcare networks.