Automate geriatric assessment Template using WikiPro Bot

Explore a no-code way to develop fully-automated geriatric assessment workflow with WikiPro bot

• To start building a new automated geriatric assessment workflow, go 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 customize it. Place fields where you need it in a document to make it easier for users to fill out.

  

• After you’ve added or created geriatric assessment, the next stage is assigning this document along with its fields to recipients.

  

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

  

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

  

• The final stage of configuring an automated geriatric assessment workflow is adding the no-code bots. To add a WikiPro 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 has limitations. Select All bots in the top left area to see the full list of the bots you can add to the step. Alocate the WikiPro bot, click Install bot, and configure the bot settings.

  

• Now that your automated geriatric assessment workflow is configured, you can:

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