Referrals, Coordination, and ReportsPurpose
1.2. Enable automated status updates, confirmations, reminders, communication logs, and secure document exchange to improve care coordination and reduce manual errors.
1.3. Ensure automatable compliance workflows for privacy, audit tracking, and communication standardization among pediatric urology teams and referral sources.
1.4. Connect multiple software systems to unify admittance, referral, and care continuity automatedly for pediatric patients.
Trigger Conditions
2.2. Triggered automating receipt of referral by office (email, SFTP, EHR integration).
2.3. Trigger upon updated patient status, referral acceptance, or scheduling request.
2.4. Triggered by manual request from authorized user or time-based automation for follow-up.
Platform Variants
3.1 eFax (API: Fax Receive Notification)
• Feature/Setting: Configure webhook to automate download and parse PDFs from eFax inbox.
3.2. DocuSign (API: Envelope Completed)
• Feature/Setting: Automatedly detect completed consent or referral forms, route to next recipient.
3.3. Twilio SMS (API: Messages Create)
• Feature/Setting: Automate SMS notifications to care team and parents regarding referral updates.
3.4. SendGrid (API: Mail Send)
• Feature/Setting: Automatedly send templated referral confirmations and scheduling reminders via email.
3.5. Google Sheets (API: Spreadsheets Append)
• Feature/Setting: Automate log and update referral tracking spreadsheet for audit trail.
3.6. Salesforce Health Cloud (API: Case Creation)
• Feature/Setting: Automate creation and status updates of referral cases in CRM.
3.7. Microsoft Teams (API: Channel Message Post)
• Feature/Setting: Automate care team notifications of new admissions/referrals in dedicated channels.
3.8. Slack (API: chat.postMessage)
• Feature/Setting: Automated message to #referral-coordination channel with referral summary.
3.9. Epic EHR (FHIR API: ReferralRequest Create)
• Feature/Setting: Automator posts new referral as clinical object in Epic workflow.
3.10. Cerner (FHIR API: CommunicationRequest)
• Feature/Setting: Automates sending structured communications to care providers.
3.11. Box (API: File Upload)
• Feature/Setting: Automate secure upload of scanned referral documents to shared drives.
3.12. Dropbox (API: File Create)
• Feature/Setting: Automator for new document folders per admitted patient.
3.13. Zapier (Trigger: New Email, Action: Webhook)
• Feature/Setting: Automates multi-platform linkage of referral triggers to EHR or CRM.
3.14. SFTP (Scripted Poll)
• Feature/Setting: Automate fetch/referral import from SFTP folder; triggers downstream workflow.
3.15. Microsoft Outlook (API: Mail Read/Create Draft)
• Feature/Setting: Automate draft email responses and assignment notifications.
3.16. Asana (API: Task Create)
• Feature/Setting: Automate creation of tasks for referral review and next steps.
3.17. Monday.com (API: Item Create)
• Feature/Setting: Automates intake board item for each new referral for assignment.
3.18. Trello (API: Card Create)
• Feature/Setting: Automate admission tracking with card per patient referral.
3.19. Google Drive (API: File Upload)
• Feature/Setting: Automate referral document storage/permissions as part of workflow.
3.20. Calendly (API: Event Scheduled)
• Feature/Setting: Automate triggering follow-up comms when admission consult is booked.
Benefits
4.2. Automatedly decreases errors and missing documentation with prompt, traceable communications.
4.3. Unifies referral status in real-time for all stakeholders across multiple automatable platforms.
4.4. Automates reminders and follow-ups, minimizing no-shows and expediting critical appointments.
4.5. Enhances compliance and auditability by logging all steps and automating privacy-protecting transmissions.
4.6. Accelerates patient flow and physician notification, reducing bottlenecks via end-to-end automation.
4.7. Improves family and referring provider experience by automated, timely updates and confirmations.