Documentation and CompliancePurpose
1.2. Automates aggregation of patient treatment data, device fitting logs, follow-up outcomes, and regulatory checklists into standardized, auditable formats.
1.3. Reduces manual errors, automates evidence creation for billing, licensure, and insurance audits, and supports automated audits scheduling and reporting.
1.4. Ensures all audit reports meet allied health documentation compliance, making them ready for external review, accreditation, or regulatory submission.
Trigger Conditions
2.2. Completion of patient treatment episode or device fitting initiates automated custom report creation.
2.3. Receipt of audit request from regulatory authority activates the automation workflow.
2.4. Update of patient or inventory records in EHR/EMR triggers automated compliance report creation.
Platform Variants
• API: Sheets API batchGet/batchUpdate
• Use automation to query clinical spreadsheet data and format custom reports.
3.2. Microsoft Power Automate
• Function: Scheduled Flow
• Automates pulling patient data and assembling audit-ready PDF reports from templates.
3.3. Zapier
• Feature: Schedule + Webhooks + Formatter
• Triggers audit workflows and formats/interpolates compliance fields.
3.4. Salesforce Health Cloud
• API: Reports and Dashboards API
• Trigger audit report extraction on data/record update events.
3.5. Epic Systems
• Function: API call to Reporting Workbench
• Schedule and pull customizable audit reports for pedorthist cases.
3.6. Quickbase
• Feature: Automations – Export Table/Report via API
• Automate custom report building from clinical records.
3.7. AWS Lambda + S3
• Function: Scheduled Lambda function
• Automates aggregation and stores audit report files in S3.
3.8. DocuSign
• API: EnvelopeDocuments:get
• Automate inclusion of compliance e-signatures in audit reports.
3.9. Smartsheet
• API: Reports:getReport
• Automates extraction and distribution of compliance data.
3.10. AirTable
• Function: Automation Script – Create Report
• Assembles patient care data automatically into audit templates.
3.11. PandaDoc
• API: Documents:createDocument
• Automates creation of templated audit documentation.
3.12. Google Cloud Functions
• Function: Scheduled function
• Automates data pulls and custom PDF report generation.
3.13. Slack
• API: chat.postMessage
• Sends automated notifications of completed audit reports to compliance channels.
3.14. Trello
• Function: Power-Up automation
• Triggers card creation for each pending audit report.
3.15. Jotform
• API: Submissions:get
• Gathers e-form responses and automates compiling audit data.
3.16. Dropbox
• API: filesUpload
• Automates storing finished audit reports in secure folders.
3.17. OneDrive
• API: driveItem:createLink
• Automates backup and sharing of generated compliance reports.
3.18. PostgreSQL
• Function: pg_dump via scheduled script
• Automates report exports from EMR databases.
3.19. PDF.co
• API: PDF Fill & Merge
• Automates filling and merging of standardized audit PDF forms.
3.20. Monday.com
• API: Column values export
• Automates reporting of task completion for audit documentation compliance.
Benefits
4.2. Ensures standardization of reports for regulatory or insurance audits via automation.
4.3. Frees up staff by automating data collation and report formatting.
4.4. Increases audit pass rates due to consistent, automated compliance documentation.
4.5. Accelerates response to audit requests with automated, on-demand archives.
4.6. Guarantees timely report delivery with automated scheduling and notification.