Care plan and visit-package tracking requires staff to manually extract patient data from intake forms, create spreadsheet entries, log visits, and monitor compliance weekly. This manual process is error-prone, time-consuming, and delays patient reminders by days.
Automation reads intake forms, creates care plans instantly, logs visits automatically from appointment records, and monitors compliance daily with real-time alerts. Staff focus on clinical decisions instead of data entry.
The full workflow, from trigger to completion.
Intake form is completed and submitted via email or web form. The automation platform detects the submission and extracts patient and clinical details.
The automation reads the intake form, extracts patient name, condition, recommended visit count, and frequency. the automation validates the data for completeness.
The parsed data is sent to create a new care plan record with all patient and clinical details linked to the patient contact.
The automation creates the first appointment in the scheduling system and sends a confirmation email to the patient with date, time, and location.
When an appointment is marked complete in the scheduling system, the visit is automatically logged and the care plan progress is updated.
Daily, the automation reviews all active care plans and identifies patients who are behind on their visit schedule based on the plan and completed visits.
For patients behind schedule, the automation sends a reminder email and posts a notification for the clinical team to review and follow up.
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