Use Howuku Bot for Automating dental treatment plan Template

Explore a no-code way to develop fully-automated dental treatment plan workflow with Howuku bot

• To begin developing a new automated dental treatment plan workflow, navigate to the dashboard and click Start. Select Design workflow and upload your document or create it from scratch.

  

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

  

• After you’ve added or created dental treatment plan, 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 users.

  

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

  

• The final stage of configuring an automated dental treatment plan workflow is setting up the no-code bots. To add a Howuku bot to the step, hover over the step you need 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 area to find the full list of the bots you can add to the step. Find the Howuku bot, click Install bot, and configure the bot settings.

  

• Now that your automated dental treatment plan workflow is configured, you can:

  • check how it works by choosing Test
  • select Finish later if you intend to go back to the workflow setup
  • click Publish to send out your workflow