Use PreciseFP Bot for Automating patient medical history Template

Explore a no-code way to build fully-automated patient medical history workflow with PreciseFP bot

• To begin setting up a new automated patient medical history workflow, go to the dashboard and click Start. Choose 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 users to fill out.

  

• After you’ve added or created patient medical history , the next step is assigning this document along with its fields to recipients.

  

• Next, go 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 patient medical history workflow is setting up the no-code bots. To add a PreciseFP 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 offered bots is limited. Choose All bots in the top left area to view the full list of the bots you can add to the step. Alocate the PreciseFP bot, click Install bot, and configure the bot settings.

  

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

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