Use Beaconstac Bot for Automating patient demographic Template

Explore a no-code way to create fully-automated patient demographic workflow with Beaconstac bot

• To begin creating a new automated patient demographic workflow, navigate to the dashboard and click Start. Select Design workflow and upload your document or create it from scratch.

  

• Once 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 added or created patient demographic, the next step is assigning this document and its fields to individuals.

  

• Next, go to the Assign fields dropdown to indicate which document fields are intended for which recipients.

  

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

  

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

  

• At this stage, the list of available bots has limitations. Select All bots in the top left corner to find the full list of the bots you can add to the step. Find the Beaconstac bot, click Install bot, and configure the bot configurations.

  

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

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