Data, Compliance & ReportingPurpose
1.2. Ensures up-to-date patient, referral, compliance, and billing information flows automatically across systems, eliminating data silos in medical referral processes.
1.3. Automates secure, compliant transmission of PHI, tracking of referral status, and population of analytics or reporting dashboards in real-time.
Trigger Conditions
2.2. Incoming patient, provider, or appointment updates in CRM automates corresponding changes in medical systems.
2.3. Scheduled periodic automations (e.g., nightly batch synchronizations).
2.4. Reception of HL7/FHIR messages or webhook events automates data propagations.
2.5. Manual “sync now” button events by administrative staff.
Platform Variants
3.1. Epic Systems (EMR/EHR)
• Feature/Setting: FHIR/HL7 API – configure automated retrieval of Patient, Encounter, Referral resources using OAuth2 credentials.
3.2. Cerner (EHR/EMR)
• Feature/Setting: Open Developer Experience APIs – automate exporting clinical events to partner CRM/webhooks via REST API.
3.3. Athenahealth
• Feature/Setting: Patient API – automate pulling demographics and appointment data, push referral status updates via API token.
3.4. Allscripts
• Feature/Setting: Unity API – automate extraction of provider/referral records; automate POST to downstream platforms.
3.5. Salesforce Health Cloud (CRM)
• Feature/Setting: REST API integration – automate mapping and synchronizing custom objects (Patient, Lead, Referral).
3.6. HubSpot CRM
• Feature/Setting: Workflow automation + Contacts API – automate real-time sync of new/referring providers and activities.
3.7. Microsoft Dynamics 365
• Feature/Setting: Automatable Data Integration using Power Automate Flows and Dynamics Web API.
3.8. Zoho CRM
• Feature/Setting: API automation for Referral/Pipeline modules; automate Webhooks to trigger EMR syncs.
3.9. Greenway Health (EHR)
• Feature/Setting: Intergy API – automatically extract encounter/clinical data for CRM ingestion.
3.10. Meditech
• Feature/Setting: MAGIC/Expanse API – automates outbound HL7 ADT/referral messages to destination endpoints.
3.11. AdvancedMD
• Feature/Setting: RESTful Practice Management API – automate synchronization of appointments/referrals with CRM.
3.12. DrChrono
• Feature/Setting: Open API for automated data polling and event webhook listeners for real-time sync.
3.13. eClinicalWorks
• Feature/Setting: FHIR API – automate referral extract and automate update on referral status from other systems.
3.14. NextGen Healthcare
• Feature/Setting: FHIR API – schedule automated polling for referral, appointment, provider changes.
3.15. Google BigQuery
• Feature/Setting: Automate upserts of medical encounter/referral records for downstream analytics with Data Transfer Service.
3.16. Amazon Redshift
• Feature/Setting: Scheduled Copy automation to sync referral datasets from EMR/EHR feeds using Redshift Data API.
3.17. HL7 Bridge Platforms (e.g., Corepoint Integration Engine)
• Feature/Setting: Create automated HL7 channel to monitor, transform, and route referral data to CRMs in real time.
3.18. InterSystems HealthShare
• Feature/Setting: Automate automated monitoring of XDS.b or FHIR events for referral transactions.
3.19. Slack (Collaboration)
• Feature/Setting: Workflow Builder/API – push automated notifications from EMR syncs when new referrals logged.
3.20. Google Sheets
• Feature/Setting: REST API and Apps Script automation – periodic sync of referral and provider summary reports.
Benefits
4.2. Automated reduction in data entry errors, boosts referral service trust.
4.3. Automated audit trails for every sync and data movement.
4.4. Ensures automated real-time updates of status, metrics, and referral closure.
4.5. Automates provider and referral network growth analytics across multiple systems.
4.6. Automatedly speeds onboarding and system integration with minimal IT lift.
4.7. Automating repetitive sync tasks enables administrative staff to prioritize higher-value patient interactions.