Use ClientPay Bot for Automating patient consent Template

Discover a no-code way to build fully-automated patient consent workflow with ClientPay bot

• To begin developing a new automated patient consent workflow, navigate to the dashboard and click Start. Choose 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 complete.

  

• After you’ve added or created patient consent, the next step is assigning this document and its fields to recipients.

  

• Next, navigate to the Assign fields dropdown to specify which document fields are meant for which recipients.

  

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

  

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

  

• Now that your automated patient consent workflow is set up, you can:

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