Automate medical report Template using Mozeo Bot

Explore a no-code approach to build fully-automated medical report workflow with Mozeo bot

• To start creating a new automated medical report workflow, check out the dashboard and click Start. Choose Design workflow and upload your document or create it from scratch.

  

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

  

• After you’ve uploaded or created medical report, the next stage is assigning this document along with its fields to recipients.

  

• Next, navigate 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 last stage of configuring an automated medical report workflow is adding the no-code bots. To add a Mozeo bot to the step, hover over the step you want to automate and select the Add bot to step option.

  

• At this stage, the list of available bots has limitations. Choose All bots in the top left corner to see the full list of the bots you can add to the step. Alocate the Mozeo bot, click Install bot, and configure the bot settings.

  

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

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