Automated patient profile creation and updates

Purpose

1. Automate the creation and updates of psychoneurological patient profiles by synchronizing data collected from multiple intake sources and updating centralized records in real time for operational accuracy, continuity of care, documentation, and regulatory compliance.

2. Automating captures new patient intake, diagnosis details, medication logs, psychometric assessments, and follow-up visit notes directly into the designated EHR/EMR and integrated care management tools with minimal human intervention.

3. Automates multi-system updating (EHR, CRM, insurer) to maintain consistency and relevance for each patient management and appointment action.

Trigger Conditions

1. Automatedly triggered by new patient onboarding submissions (web form, kiosk, digital intake, or phone call registration).

2. Automation initiates upon scheduled or unscheduled data edits or uploads (e.g. new psychometric score or lab result).

3. Automates updates following each patient interaction, visit, telemedicine session, or email contact.

4. Automation triggered by completion of external referral transfers or insurance eligibility checks.

Platform Variants

1. Twilio Programmable SMS/API

• Feature/Setting: Inbound SMS to capture patient registration; configure webhook for automated sync.

2. Google Sheets API

• Feature/Setting: Automates intake form data push; use Sheets API to update linked patient profiles.

3. Microsoft Power Automate (Power Apps/EHR)

• Feature/Setting: Automates actions via “When a new item is created” trigger; connects with Dynamics or external EHR.

4. Zapier Webhooks

• Feature/Setting: Intake or update forms via Webhooks catch, then automatedly pipes data to EHR/CRM.

5. Salesforce Health Cloud API

• Feature/Setting: Automates profile creation with REST API `/services/data/vX.X/sobjects/Patient__c`.

6. Epic App Orchard FHIR API

• Feature/Setting: Patient Resource `POST /Patient` for new entries; `PUT /Patient/{id}` for updates.

7. Cerner Open Developer Experience

• Feature/Setting: Automates using the Patient Write FHIR API for record operations.

8. Athenahealth API

• Feature/Setting: Automates demographic/clinical entries via `/patients` POST or PUT endpoints.

9. Meditech Expanse APIs

• Feature/Setting: Automates new patient record via HTTP RESTful API POST `/api/patients`.

10. InterSystems IRIS FHIR

• Feature/Setting: Automates creation with `POST /fhir/r4/Patient`; update with PATCH.

11. Smartsheet API

• Feature/Setting: Automates row creation/edit in linked care-management sheets for staff.

12. HubSpot CRM API

• Feature/Setting: Automates contact (patient) creation via `/crm/v3/objects/contacts` endpoint.

13. Freshdesk API

• Feature/Setting: Automates profile creation as Freshdesk contacts for follow-up management.

14. Redox API

• Feature/Setting: Automates EHR data push and pull for real-time record updates in partner clinics.

15. AWS Lambda

• Feature/Setting: Automates profile creation via serverless functions, triggered by data events.

16. Google Cloud Functions

• Feature/Setting: Automates EHR updating logic using event-driven functions from form or voice input.

17. DocuSign eSignature API

• Feature/Setting: Automates consent-captured patient profile creation using envelope complete hook.

18. Formstack API

• Feature/Setting: Automates profile population when web-based medical intake forms are submitted.

19. Jotform Webhooks

• Feature/Setting: Automates routing form data to EHR through POST to endpoint post-submission.

20. Typeform Webhooks API

• Feature/Setting: Automates creation and updating of patient profiles from questionnaire completions.

21. Pipedrive API

• Feature/Setting: Automates patient lead/prospect conversion into active records in pipeline.

22. SugarCRM API

• Feature/Setting: Automates patient contact creation or update upon intake event via `/rest/v10/Contacts`.

23. Monday.com API

• Feature/Setting: Automates item creation on boards (patients) and real-time profile updating via mutation queries.

24. Notion API

• Feature/Setting: Automates database (patient registry) entry creation using `POST /v1/pages`.

25. ServiceNow API

• Feature/Setting: Automates record creation within custom healthcare application modules.

Benefits

1. Automates repetitive profile entry and updating in real time, reducing manual errors and staff workload.

2. Automator synchronizes all patient touchpoints, maintaining a unified, current profile accessible for multidisciplinary teams.

3. Automation ensures regulatory data compliance, audit-readiness, and improved clinical outcomes via timely updates.

4. Automatable triggers provide flexibility to integrate new data sources or update workflows as organizational needs evolve.

5. Automatedly frees clinical staff to focus on patient care rather than administrative tasks.