Use Datalyse Bot for Automating doctor referral Template

Discover a no-code approach to create fully-automated doctor referral workflow with Datalyse bot

• To start setting up a new automated doctor referral workflow, check out the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

  

• Once a document is uploaded or imported, you can insert fillable fields to modify it. Place fields where you need it in a document to make it easier for individuals to complete.

  

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

  

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

  

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

  

• The last stage of configuring an automated doctor referral workflow is setting up the no-code bots. To add a Datalyse bot to the step, hover over the step you need to automate and choose the Add bot to step option.

  

• At this stage, the list of available bots is limited. Select All bots in the top left area to see the complete list of the bots you can add to the step. Alocate the Datalyse bot, click Install bot, and configure the bot settings.

  

• Now that your automated doctor referral workflow is configured, 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 email your workflow