Use Nextgen Healthcare Bot for Automating price quote Template

Explore a no-code way to build fully-automated price quote workflow with Nextgen Healthcare bot

• To begin setting up a new automated price quote workflow, check out the dashboard and click Start. Select Design workflow and upload your document or create it from scratch.

  

• Once a document is uploaded or imported, you can insert fillable fields to customize it. Place fields anywhere in a document to make it easier for recipients to fill out.

  

• After you’ve uploaded or created price quote, the next step is assigning this document and its fields to individuals.

  

• Next, proceed to the Assign fields dropdown to indicate which document fields are intended for which recipients.

  

• Once done, click Continue at the bottom of the page.

  

• The last stage of configuring an automated price quote workflow is setting up the no-code bots. To add a Nextgen Healthcare bot to the step, hover over the step you intend to automate and choose the Add bot to step option.

  

• At this stage, the list of offered bots has limitations. Select All bots in the top left corner to check out the complete list of the bots you can add to the step. Find the Nextgen Healthcare bot, click Install bot, and configure the bot configurations.

  

• Now that your automated price quote workflow is set up, you can:

  • check how it works by selecting Test
  • select Finish later if you intend to go back to the workflow setup
  • click Publish to email your workflow