Automate patient referral Template using Qonto Bot

Discover a no-code way to develop fully-automated patient referral workflow with Qonto bot

• To start building a new automated patient referral workflow, go 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 customize it. Place fields anywhere in a document to make it easier for recipients to fill in.

  

• After you’ve uploaded or created patient referral, the next stage is assigning this document along with its fields to recipients.

  

• Next, navigate to the Assign fields dropdown to indicate which document fields are intended for which users.

  

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

  

• The final stage of configuring an automated patient referral workflow is setting up the no-code bots. To add a Qonto bot to the step, hover over the step you want to automate and select 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 check out the complete list of the bots you can add to the step. Alocate the Qonto bot, click Install bot, and configure the bot settings.

  

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

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