Automate book recommendation Template using Nextgen Healthcare Bot

Discover a no-code approach to create fully-automated book recommendation workflow with Nextgen Healthcare bot

• To begin creating a new automated book recommendation workflow, navigate to the dashboard and click Start. Choose 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 where you need it in a document to make it easier for recipients to fill in.

  

• After you’ve uploaded or created book recommendation, the next stage is assigning this document and its particular fields to recipients.

  

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

  

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

  

• The final stage of configuring an automated book recommendation 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 choose the Add bot to step option.

  

• At this stage, the list of offered bots has limitations. Choose All bots in the top left area to view the full 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 book recommendation workflow is configured, you can:

  • check how it works by choosing Test
  • select Finish later if you plan to go back to the workflow setup
  • click Publish to send out your workflow