The problem it solves
Providers surfacing specific clinical requests — rounding requests, follow-up flags, escalation signals — inside chart notes have no automated way to route those to the right team member. Critical requests get buried in note text.
What's included
- Automatic check of a configured question on note submission
- Task created for a designated provider, with patient ID and note details included
- Task attributed to the team member who signed the note
How it works
Trigger
Form submitted
Logic
Response matches condition
Action
Create task
Task Creation from Form Response creates a task when a specific question on a chart note is answered a certain way, so clinical requests surfaced in note text don't get missed. It's built for providers who need requests like rounding flags or escalation signals routed automatically, and requires Healthie Forms, Charting, and Automate. When the configured question is answered, a task is created for the designated provider with the patient ID and note details.
