Use GrowSurf Bot for Automating medical appointment Template

Explore a no-code way to build fully-automated medical appointment workflow with GrowSurf bot

• To start building a new automated medical appointment workflow, check out the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

  

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

  

• After you’ve uploaded or created medical appointment, the next step is assigning this document and its particular fields to recipients.

  

• 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 medical appointment workflow is adding the no-code bots. To add a GrowSurf 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 is limited. Select All bots in the top left corner to find the complete list of the bots you can add to the step. Alocate the GrowSurf bot, click Install bot, and configure the bot settings.

  

• Now that your automated medical appointment workflow is configured, you can:

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