Securely sending ZorgDomein referrals
Sends new ZorgDomein referrals with attachments to the correct contact person via secure email and logs them.
Overview
New ZorgDomein referrals and their associated documents need to reach the right contact person. This automation downloads the referral letter, questionnaire, and attachments, identifies the contact person using the AGB code, and sends everything via secure email using Zivver. The referral is then marked as sent and recorded in an Excel overview. Missing documents or contact persons are flagged as exceptions.
What has changed
- Less manual administrative work
- Documents are sent consistently and securely
- Every referral is logged for follow-up and reporting
At a glance
In één oogopslag
Overzicht
New ZorgDomein referrals and their associated documents need to reach the right contact person. This automation downloads the referral letter, questionnaire, and attachments, identifies the contact person using the AGB code, and sends everything via secure email using Zivver. The referral is then marked as sent and recorded in an Excel overview. Missing documents or contact persons are flagged as exceptions.
Wat er verandert
- Less manual administrative work
- Documents are sent consistently and securely
- Every referral is logged for follow-up and reporting
How it works.
What it does for each referral
- Logs into ZorgDomein and applies the filters
- Reads each referral and downloads the letter, questionnaire, and attachments
- Finds the correct contact person using the AGB code
- Sends a secure email via Zivver containing the documents
- Marks the referral as sent in ZorgDomein
- Adds the data to an Excel overview and archives the files
Rules
The contact person is identified via the AGB code, and certain AGB codes are intentionally skipped. No contact person, multiple potential contact persons, or an invalid email address result in an exception, while missing mandatory documents result in an error. Because the logic is fixed, the same input always produces the same result, and every run is logged.
Check out other automations.
Frequently asked questions.
No. The digital colleague works in the screens and systems your team already uses, whether they are legacy applications without an API or modern ones, so there is nothing to replace.
Yarado builds it, runs it and monitors it. When a screen or a system changes, we adjust the automation, so your team needs no developer or automation skills of its own.
Yes. Every run is recorded in the Yarado portal, where you can see which processes ran, when they last ran, what they produced and what went wrong. Depending on the automation, the processing log is also emailed to the team that needs it.
Yarado monitors every run and is alerted automatically when one fails, so a problem is picked up on our side. Cases that need a person are reported to your team with the reason, in the portal or by email.
Yes. Automations are built around your own steps and systems, and this page is just one example of what is possible. A first automation is typically live in weeks, not months.