Automate physician referral Template using Facebook Pages Bot

Explore a no-code way to develop fully-automated physician referral workflow with Facebook Pages bot

• To begin developing a new automated physician referral 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 insert fillable fields to modify it. Place fields anywhere in a document to make it easier for recipients to complete.

  

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

  

• Next, go to the Assign fields dropdown to specify which document fields are meant for which users.

  

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

  

• The final stage of configuring an automated physician referral workflow is setting up the no-code bots. To add a Facebook Pages 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 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 Facebook Pages bot, click Install bot, and configure the bot configurations.

  

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

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