Physician referral tracking

Purpose

1.1 Automate physician referral tracking for psychoneurological clinics to ensure seamless capture, documentation, notifications, follow-ups, and reporting of inbound and outbound referrals in clinical workflow.
1.2 Automate notifications to referring and referred physicians, automate status updates for referrals, automate reminders for pending actions, and automate integration of referral data into EHR/CRM systems.
1.3 Automate referral analytics, automate reporting to stakeholders, automate feedback collection, and automate insurance/pre-authorization checks for referred cases.

Trigger Conditions

2.1 Automatedly trigger on new referral form submission (web, EMR, or email).
2.2 Automatedly trigger on patient status update in EHR/EMR.
2.3 Automatedly trigger on physician status change in referral directory.
2.4 Automatedly trigger at pre-configured intervals for follow-up actions or reminders.

Platform Variants

3.1 Salesforce Health Cloud
• Feature/Setting: Automate referral record creation via "Create Record" API when form/data arrives.
3.2 Epic Systems (EHR)
• Feature/Setting: Automated HL7/FHIR API push to intake new referral message.
3.3 Microsoft Power Automate
• Feature/Setting: Automate workflow "When a form is submitted" to update CRM and notify staff.
3.4 Oracle Cerner
• Feature/Setting: Automate "Millennium Objects" API for consuming referral HL7 messages.
3.5 Google Sheets
• Feature/Setting: Automate row insertion trigger for logging new referrals and automating reporting.
3.6 Twilio
• Feature/Setting: Automate SMS/voice notifications via "Messages" API to referring physicians.
3.7 SendGrid
• Feature/Setting: Automate email acknowledgment via "Mail Send" API to send referral confirmation.
3.8 Slack
• Feature/Setting: Automate posting update in channel with "chat.postMessage" for new referral events.
3.9 HubSpot
• Feature/Setting: Automate contact update and task assignment via "Create Engagement" API.
3.10 Zoho CRM
• Feature/Setting: Automate lead creation and automated activity logging using "Leads" and "Activities" APIs.
3.11 DocuSign
• Feature/Setting: Automate e-signature document sending via "Envelope Create" API for referral authorizations.
3.12 Dropbox
• Feature/Setting: Automate storing referral PDFs using "Files Upload" API.
3.13 Monday.com
• Feature/Setting: Automate board item creation for each referral using "Create Item" API.
3.14 Asana
• Feature/Setting: Automate task creation for follow-ups using "Tasks" API, assign to team.
3.15 Google Calendar
• Feature/Setting: Automate event creation for key referral actions via "Events Insert" API.
3.16 AWS S3
• Feature/Setting: Automate file archiving for referral documents using "PutObject" API.
3.17 Notion
• Feature/Setting: Automate database item creation per referral using "Create Database Item" API.
3.18 Intercom
• Feature/Setting: Automate message to stakeholders using "Admin Conversation" API.
3.19 JotForm
• Feature/Setting: Automate referral form collection and webhook to start tracking process.
3.20 Airtable
• Feature/Setting: Automate base row creation and automating update triggers for each referral.

Benefits

4.1 Automates reduction of manual data entry and task switching for administrative staff.
4.2 Automates reduction of errors, ensuring referral information is instantly, accurately updated.
4.3 Automated notifications accelerate communication and patient onboarding.
4.4 Automating analytics streamlines tracking referral patterns, source efficiency, and outcomes.
4.5 Automated reminders for incomplete actions enhance compliance and quality care delivery.
4.6 Automated document management boosts privacy, tracking, and audit-readiness.
4.7 Automating feedback and survey collection improves quality assurance initiatives.
4.8 Automatedly closes the loop on referrals, ensuring no patient referral is lost or delayed.