Automated therapist task assignment

Purpose

1. Streamline the assignment of ABA therapist tasks by automating allocation based on availability, caseload, specialty, and compliance regulations.

2. Minimize manual errors, ensure timely documentation, and maximize therapist-client match according to therapy goals, certifications, and session locations.

3. Centralize documentation workflow, trigger reminders, and enable real-time tracking and reporting for all stakeholders.

Trigger Conditions

1. New case intake or client onboarding.

2. Change in therapy schedule or therapist availability update.

3. Completion or reassignment request from therapist or clinical supervisor.

4. Deadline approaching for therapy progress documentation.

5. Compliance requirement (e.g., BCBA sign-off, insurer audit).

Platform Variants/Integrations

1. Salesforce

• Feature/Setting: Workflow Rules & Process Builder — Automate task record creation when new client/case is added.
  

2. Slack

• Feature/Setting: Incoming Webhooks — Notify designated therapist channel upon task assignment.
  

3. Microsoft Teams

• Feature/Setting: Adaptive Cards & Bot Connector — Push detailed task cards to therapy team.
  

4. Twilio SMS

• Feature/Setting: Programmable SMS — Send text alert to therapist’s mobile on new assignment.
  

5. SendGrid

• Feature/Setting: Transactional Templates — Email structured task assignment to therapist inbox.
  

6. Google Calendar

• Feature/Setting: Events API — Automatically create/update session appointments correlating to assigned tasks.
  

7. Outlook 365

• Feature/Setting: Graph API — Schedule assignment with calendar integration and automatic reminders.
  

8. DocuSign

• Feature/Setting: API Envelope Creation — Route electronic forms for therapist signature/compliance.
  

9. Jotform

• Feature/Setting: Webhooks — Trigger therapist task documentation forms based on assignment.
  

10. HubSpot

• Feature/Setting: Workflows — Create task tickets and notify case managers of new allocations.
  

11. Zendesk

• Feature/Setting: Ticket API — Log and track therapist assignment status as support tickets.
  

12. Trello

• Feature/Setting: Power-Ups & Cards API — Auto-create assignment cards and due dates for team boards.
  

13. Monday.com

• Feature/Setting: Automations — Move tasks between therapist groups based on workload.
  

14. Airtable

• Feature/Setting: Automations / Scripting — Add records assigning therapists and link to compliance fields.
  

15. Asana

• Feature/Setting: Task API — Assign, update, and complete therapy workflow items automatically.
  

16. ClickUp

• Feature/Setting: Task Automation — Assign and track therapist activities based on case criteria.
  

17. Zoho CRM

• Feature/Setting: Workflow Automation — Assign follow-ups and documentation reminders.
  

18. Gmail

• Feature/Setting: Apps Script — Automated digest of daily assignments delivered to therapists.
  

19. Dropbox

• Feature/Setting: File Requests — Centralize upload of session notes after automated assignment.
  

20. Notion

• Feature/Setting: API Database — Insert and update records for task assignments; real-time visual dashboards.
  

21. Calendly

• Feature/Setting: Webhooks — Coordinate therapist-client session scheduling from automated tasks.
  

22. Google Drive

• Feature/Setting: Drive API — Organize client paperwork per assignment in secure folders.
  

23. Smartsheet

• Feature/Setting: Automated Workflows — Assign tasks and notify therapists via integrated sheets.
  

24. BambooHR

• Feature/Setting: Webhooks — Notify talent managers when caseloads exceed set thresholds.
  

Benefits

1. Reduce administrative overhead; free clinicians for direct care.

2. Accelerate response time for new and changing client needs.

3. Enforce compliance and documentation standards automatically.

4. Optimize therapy resources and reduce therapist burnout by balancing caseloads.

5. Enhance client satisfaction with more predictable and consistent therapist assignment.