Use Nextgen Healthcare Bot for Automating price book Template

Explore a no-code way to create fully-automated price book workflow with Nextgen Healthcare bot

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

  

• After a document is uploaded or imported, you can insert fillable fields to modify it. Place fields anywhere in a document to make it easier for users to fill in.

  

• After you’ve uploaded or created price book, the next step is assigning this document along with its fields to recipients.

  

• Next, go to the Assign fields dropdown to indicate which document fields are meant for which recipients.

  

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

  

• The final stage of configuring an automated price book workflow is adding the no-code bots. To add a Nextgen Healthcare bot to the step, hover over the step you intend to automate and select the Add bot to step option.

  

• At this stage, the list of available bots has limitations. Choose All bots in the top left area to check out the full list of the bots you can add to the step. Find the Nextgen Healthcare bot, click Install bot, and configure the bot settings.

  

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

  • check how it works by selecting Test
  • click Finish later if you intend to return to the workflow setup
  • click Publish to send out your workflow