Automate patient demographic Template using Dasha Bot

Discover a no-code way to create fully-automated patient demographic workflow with Dasha bot

• To begin building a new automated patient demographic workflow, navigate to 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 users to fill in.

  

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

  

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

  

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

  

• The final stage of configuring an automated patient demographic workflow is adding the no-code bots. To add a Dasha bot to the step, hover over the step you want to automate and choose the Add bot to step option.

  

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

  

• Now that your automated patient demographic workflow is configured, you can:

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