1.Detects new form submission
Integrate Formstack and form processing to capture intake fields to generate evaluation-ready inputs.
Create evaluation document and task from intake form
Automatically monitor new Formstack submissions across OneDrive, Microsoft To Do, and Microsoft Excel. Create and update when intake is submitted, evaluation details change, or attachments arriveβso you can generate evaluation documents, create clinician tasks, and append tracking rows without manual intake work.
How this automation accelerates clinical documentation
When a new Formstack submission arrives, delays can stall evaluation readiness and clinician follow up. This automation transforms submission fields and builds evaluation files and tasks and tracking rowsβso your team can respond faster with less manual work.
Formstackor swap with your favorite app
2.Transforms submission fields
Integrate Code by Zapier and template mapping to format patient and date data to generate goal text.
Code by Zapieror swap with your favorite app
3.Shortens attachment URL
Integrate URL Shortener by Zapier and link routing to shorten attachment URLs to include shareable links.
URL Shortener by Zapieror swap with your favorite app
4.Creates new clinical evaluation file
Integrate OneDrive and document storage to create a text file to save it in your evaluation folder.
OneDriveor swap with your favorite app
5.Creates clinician task
Integrate Microsoft To Do and task tracking to create a task to set due dates and include the file link.
Microsoft To Door swap with your favorite app
6.Adds roster row for tracking
Integrate Microsoft Excel and spreadsheet tracking to add or update a roster row to support billing handoff.
Microsoft Excelor swap with your favorite app
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Copy new intake documents to shared team drive
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Explore all healthcare document processing automations
Accelerate document workflows with automated form capture, data extraction, and record routing
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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