Use Alert Communications Bot for Automating online doctor appointment Template

Explore a no-code way to develop fully-automated online doctor appointment workflow with Alert Communications bot

• To begin building a new automated online doctor 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 add fillable fields to personalize it. Place fields where you need it in a document to make it easier for individuals to complete.

  

• After you’ve uploaded or created online doctor appointment , the next step is assigning this document and 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 online doctor appointment workflow is setting up the no-code bots. To add a Alert Communications 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 available bots is limited. Select All bots in the top left area to find the full list of the bots you can add to the step. Alocate the Alert Communications bot, click Install bot, and configure the bot configurations.

  

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

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