Use Chargify Bot for Automating doctor referral Template

Discover a no-code way to build fully-automated doctor referral workflow with Chargify bot

• To begin setting up a new automated doctor referral workflow, go to 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 where you need it in a document to make it easier for users to complete.

  

• After you’ve added or created doctor referral, the next stage is assigning this document along with its fields to individuals.

  

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

  

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

  

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

  

• At this stage, the list of offered bots is limited. Select All bots in the top left corner to view the complete list of the bots you can add to the step. Find the Chargify bot, click Install bot, and configure the bot configurations.

  

• Now that your automated doctor referral workflow is configured, you can:

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