Use Salesmate Bot for Automating patient referral Template

Explore a no-code way to build fully-automated patient referral workflow with Salesmate bot

• To begin setting up a new automated patient referral workflow, check out the dashboard and click Start. Choose Design workflow and upload your document or create it from scratch.

  

• After 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 fill in.

  

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

  

• Next, proceed to the Assign fields dropdown to indicate which document fields are created for which recipients.

  

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

  

• The last stage of configuring an automated patient referral workflow is setting up the no-code bots. To add a Salesmate bot to the step, hover over the step you need to automate and select the Add bot to step option.

  

• At this stage, the list of available bots has limitations. Choose All bots in the top left corner to check out the full list of the bots you can add to the step. Alocate the Salesmate bot, click Install bot, and configure the bot settings.

  

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

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