Automate doctor note Template using Harpoon Bot

Explore a no-code approach to create fully-automated doctor note workflow with Harpoon bot

• To begin creating a new automated doctor note 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 add fillable fields to modify 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 doctor note, the next step is assigning this document and its fields to individuals.

  

• Next, navigate to the Assign fields dropdown to indicate which document fields are created for which users.

  

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

  

• The final stage of configuring an automated doctor note workflow is adding the no-code bots. To add a Harpoon bot to the step, hover over the step you want to automate and choose the Add bot to step option.

  

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

  

• Now that your automated doctor note workflow is set up, you can:

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