1.Detects new form submission
Integrate PlatoForms and form intake tools to capture new submission data to normalize patient intake.
Update patient record and store intake PDF in drive
Automatically monitor new submission patient registrations across PlatoForms and Zapier Tables. Create and update patient records and upload intake PDFs and alert intake staff when intake submission arrives, DOB field changes, or phone number formatsβso you can cut manual data entry.
How this automation verifies intake and updates patient records
When new intake submissions arrive, delays can break same-day verification and overwhelm intake teams. This automation normalizes fields, finds or creates and updates patient records, uploads the intake PDF, and notifies intake staffβso your team can verify faster.
PlatoFormsor swap with your favorite app
2.Normalizes submission fields
Integrate Formatter by Zapier and data formatting tools to normalize DOB and phone numbers to standardize patient fields.
Formatter by Zapieror swap with your favorite app
3.Finds or creates patient record
Integrate Zapier Tables and patient database tools to match by name and DOB to create the correct record.
Zapier Tablesor swap with your favorite app
4.Updates patient record details
Integrate Zapier Tables and record update tools to write insurance flags and submission timestamps to the matched record.
5.Uploads intake PDF to storage
Integrate Zoho WorkDrive and file storage tools to upload the form PDF to team storage with an easy lookup filename.
Zoho WorkDriveor swap with your favorite app
6.Sends intake verification alert
Integrate Brosix and team messaging tools to post a verification alert with the PDF link to speed up review.
Brosixor swap with your favorite app
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Explore all healthcare document processing automations
Accelerate document workflows with automated form capture, data extraction, and record routing
Set up in minutes
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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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