Integration Best Practices: Workflow Automation
This article is for Marketplace partners looking to help care providers and staff automate their everyday workflows within Healthie.
Integrating with Healthie for workflow automation offers the following benefits to Practices that use Healthie:
- Smart Tasks
- Automated Patient Engagement
- Reduction in EHR Clicks
- Quicker EHR Implementation
In this article:
Developer Resources
- Learn more about Healthie's API and SDKs
- API Documentation
- Sandbox Account Access
Webhooks
Healthie's API offers webhooks for common events. When the event happens, Healthie will POST the following body to a URL you provide us. We support different URLs for each event, as well as multiple URLs for the same event. Please note: No data about the event is included besides the resource ID and event category. It is expected that you make another API call after receiving the event, using the resource ID, to get the data you need.
Webhooks are advantageous for workflow automation so you can listen to when events in Healthie occur. For example, say you need to create an automation after an appointment gets booked. Then, the proper webhook would be appointment.created. Or, if you want to follow up on why an appointment was cancelled, the proper webhook would be appointment.deleted. To see more examples, read more here.
In addition to the list below, all currently available Webhooks can be found here.
| appointment.created |
| appointment.updated |
| appointment.deleted |
| billing_item.created |
| billing_item.updated |
| cms1500.created |
| cms1500.updated |
| cms1500.deleted |
| comment.created |
| comment.updated |
| comment.deleted |
| conversation_membership.viewed |
| document.created |
| document.updated |
| document.deleted |
| entry.created |
| entry.updated |
| entry.deleted |
| form_answer_group.created |
| form_answer_group.deleted |
| form_answer_group.locked |
| form_answer_group.signed |
| goal.created |
| goal.updated |
| goal.deleted |
| goal_history.created |
| insurance_authorization.created |
| insurance_authorization.updated |
| insurance_authorization.deleted |
| message.created |
| message.deleted |
| metric_entry.created |
| metric_entry.updated |
| metric_entry.deleted |
| patient.created |
| patient.updated |
| policy.created |
| policy.updated |
| policy.deleted |
| requested_form_completion.created |
| requested_form_completion.updated |
| requested_form_completion.deleted |
| task.created |
| task.updated |
| task.deleted |
| dosespot_notification.created |
Smart Tasks
Healthie has a native task function with limited Smart Tasks available. Workflow automation integrations within Healthie may be used to automatically perform tasks, or automatically create tasks based on events that occur within the Healthie platform.
After an event occurs within Healthie, a task can be created via the createTask mutation and a full list of inputs can be found here.
If you'd like to see smart tasks natively available in Healthie or examples of smart tasks we've seen organizations create via our API, you can view them here: Smart Tasks
Automation Examples
To find more examples of Automations and Smart Tasks like below, visit our API docs here.
