Workflow & Documentation ManagementPurpose
1.2. Ensure compliance with healthcare documentation requirements by maintaining timely communication.
1.3. Reduce manual errors and delays in relaying critical treatment information.
1.4. Centralize and document notification records for auditing and reporting.
1.5. Support faster adaptation of new protocols and changes in patient strategies across the care team.
Trigger Conditions
2.2. An update is finalized and approved by the supervising BCBA.
2.3. A new version of the treatment document is uploaded or saved.
2.4. Immediate notification flagged by therapist or auto-flagged by certain keywords (e.g., "urgent revision").
2.5. Scheduled review/renewal periods for ongoing cases reach a due date.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use the "Send SMS" API to instantly send SMS alerts; configure with clinic and therapist distribution lists.
3.2. SendGrid
• Feature/Setting: Use the "Send Email" transactional API; set up templates with merge fields for patient and update specifics.
3.3. Slack
• Feature/Setting: Use "chat.postMessage" to clinical channels; configure bot to ping roles tagged for updates.
3.4. Microsoft Teams
• Feature/Setting: Employ "Send message in a channel" action; use adaptive cards to display plan details and require read receipt.
3.5. Gmail API
• Feature/Setting: Automate email alerts from a HIPAA-secure account; configure labels and threads for each patient/plan update.
3.6. Outlook 365
• Feature/Setting: Use "Send email" action; incorporate conditional formatting for urgency and plan type in the subject.
3.7. PagerDuty
• Feature/Setting: Trigger incident notifications for urgent revisions or required sign-offs; configure rules for escalation.
3.8. Salesforce Health Cloud
• Feature/Setting: Use the "Process Builder" with email alerts, chatter posts, and task creation when a Treatment Plan record changes.
3.9. Monday.com
• Feature/Setting: Use "automations" to send update notifications to assigned board members when plan status changes.
3.10. Asana
• Feature/Setting: Use "Task creation" and "Commenting" APIs; auto-create a task or comment to notify care teams.
3.11. HubSpot
• Feature/Setting: Use "Workflow automation" to send emails or internal notes upon custom property (plan update) changes.
3.12. ZenDesk
• Feature/Setting: Use "Triggers" to alert agents or teams when a new document is attached or updated for a patient.
3.13. ClickUp
• Feature/Setting: Use automations to post comments, change status, and auto-assign notifications upon doc modifications.
3.14. Notion
• Feature/Setting: Use "Database triggers" and "Notifications" to alert users linked to a plan page or database entry.
3.15. Google Chat
• Feature/Setting: Use Google Chat API to post update cards to therapy channels or DM relevant roles.
3.16. Trello
• Feature/Setting: Use "Butler Rules" to comment/tag members and move cards when treatment documents are attached or changed.
3.17. DocuSign
• Feature/Setting: Use "Connect" notifications so signees and observers are alerted upon completed or revised plans.
3.18. Dropbox
• Feature/Setting: Use "File update" triggers to send alert emails or app push notifications when plan PDFs change.
3.19. Smartsheet
• Feature/Setting: Use "Alert someone" rules when a row (plan) is edited; set column changes as the trigger.
3.20. Zoho CRM
• Feature/Setting: Use "Workflow Rules" to automatically email or SMS assigned contacts on treatment plan record updates.
Benefits
4.2. Minimizes risk of missed updates or critical changes for multi-provider teams.
4.3. Improves compliance with documentation and audit trail requirements.
4.4. Enhances accountability and transparency in care coordination.
4.5. Reduces administrative workload, letting clinicians focus more on therapy delivery.