Patient Onboarding and Intake AutomationPurpose
b. Automatedly notify and remind patients, ensuring complete, accurate, and timely intake for compliance and improved patient care.
c. Automator reduces manual tracking by healthcare staff, securing a seamless patient onboarding experience, streamlining data collection, and minimizing delays.
d. Automation ensures all regulatory and clinical requirements for Registered General Nurse onboarding are fulfilled for every patient.
Trigger Conditions
b. Automated event upon EHR/EMR intake record indicating incomplete demographic/medical info.
c. Automating on schedule (e.g., 24 hours post-intake, info still missing).
d. Triggered by failed document upload or missing consent signature.
Platform Variants
• Feature/Setting: Use Twilio SMS API (`POST /Messages`) to automatedly send predefined SMS follow-ups to patient numbers from the intake database.
• Sample: Configure messaging webhook on intake form error to trigger SMS.
3.2 SendGrid
• Feature/Setting: Automate SendGrid's `Mail Send API` to deliver personalized email reminders when fields are missing.
• Sample: Set template and dynamic parameters for patient data points.
3.3 Salesforce Health Cloud
• Feature/Setting: Automating Process Builder to trigger email/SMS workflow upon detection of incomplete patient records.
• Sample: Flow triggers on "Patient Intake" object missing values.
3.4 HubSpot
• Feature/Setting: Automate HubSpot Workflow (automation) to send messages to contacts with incomplete onboarding tasks.
• Sample: Use if/then branch with conditions on custom properties.
3.5 Microsoft Power Automate
• Feature/Setting: Use "When a record is updated" trigger + "Send an email/SMS" actions automating notifications.
• Sample: Automated with fields on intake entity.
3.6 Zapier
• Feature/Setting: Automate “Zap” with triggers: Google Form incomplete → Action: SMS/Email via Gmail or Twilio.
• Sample: Add filter step to detect blank fields.
3.7 Mailgun
• Feature/Setting: Automate with API `messages.send` to deliver missing info reminder emails.
• Sample: Populate message body with patient-specific incomplete fields.
3.8 Intercom
• Feature/Setting: Automator “Outbound Messages” campaign if profile info incomplete.
• Sample: Segment users with missing onboarding data.
3.9 Klaviyo
• Feature/Setting: Automate Flow for missing information segment; send email or SMS based on data completeness.
• Sample: Configure trigger on intake property.
3.10 ActiveCampaign
• Feature/Setting: Automate using “Automation” workflow with conditional checks on contact data.
• Sample: Trigger “Send Email” if onboarding property is absent.
3.11 Pipedrive
• Feature/Setting: Automate Workflow Automation to send follow-up if fields in intake deal stage are empty.
• Sample: Set stage trigger on incomplete patient record.
3.12 Google Workspace (Apps Script/Gmail)
• Feature/Setting: Automate script to send templated email upon detection of missing Google Form fields.
• Sample: Use time-based or event-based triggers.
3.13 Freshdesk
• Feature/Setting: Automate Freshdesk Workflow to send ticket or email to patients for missing onboarding info.
• Sample: Trigger on “Incomplete” ticket status.
3.14 BambooHR
• Feature/Setting: Automate Actions to email/SMS employees (for internal onboarding) when form incomplete.
• Sample: Configure webhook for incomplete field.
3.15 AirTable
• Feature/Setting: Automate notifications from AirTable Automations for missing/empty cells in patient intake base.
• Sample: Use scripting or native notification.
3.16 Slack
• Feature/Setting: Automate Slackbot to notify staff about patients needing follow-up on missing data.
• Sample: Trigger notification in #intake channel.
3.17 Smartsheet
• Feature/Setting: Automator “Alerts and Actions” for blank required fields, triggers email/SMS.
• Sample: Configure automated rules for columns.
3.18 DocuSign
• Feature/Setting: Automated Reminder Workflow for unsigned/missing forms, using DocuSign API.
• Sample: Reminders on signature status = incomplete.
3.19 Zendesk
• Feature/Setting: Automate triggers to generate outreach for incomplete onboarding tickets.
• Sample: Set automation on intake ticket type + missing tag.
3.20 Monday.com
• Feature/Setting: Automate using custom automation “When column is empty, notify…” to request missing information.
• Sample: Trigger email update to individual.
Benefits
b. Automated notifications increase onboarding completion rates and reduce delays in patient care.
c. Automator reduces human error and provides a log of outreach for compliance.
d. Automation ensures no patient is forgotten, enhancing satisfaction and regulatory adherence.