Automate hospital excuse note Template using Blustream Bot

Explore a no-code way to develop fully-automated hospital excuse note workflow with Blustream bot

• To begin setting up a new automated hospital excuse note 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 modify it. Place fields where you need it in a document to make it easier for recipients to complete.

  

• After you’ve uploaded or created hospital excuse note, the next step is assigning this document and its particular fields to recipients.

  

• 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 final stage of configuring an automated hospital excuse note workflow is setting up the no-code bots. To add a Blustream 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 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 Blustream bot, click Install bot, and configure the bot configurations.

  

• Now that your automated hospital excuse note workflow is set up, you can:

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