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:

  1. Smart Tasks
  2. Automated Patient Engagement
  3. Reduction in EHR Clicks
  4. Quicker EHR Implementation

Developer Resources


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

Tasks appear on a provider or staff member's home page and by clicking the clipboard with the check in the top right of the screen.

Automation Examples

To find more examples of Automations and Smart Tasks like below, visit our API docs here.

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