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Forms Automation is where automation tracks are defined to determine which forms are required based on appointment criteria such as location, resources, and appointment type.

 

NOTE: If  a Forms Groupings was created, automation is required to be set up.

 

When automation is triggered, Patient Connect will determine if the appointment qualifies for an automation track. It will evaluate each designated form to check if the patient has completed it or needs an updated version. It will then automatically initiate a request using the patient's preferred communication method (email, SMS).

 

To begin creating an automation track, select Create Automation Track from the Forms Automation section. Enter an Automation Track Name and then select the Location/Resource and Appointment Type the track will be for and select Save.

 

To add forms to the automation track, expand the track and select Add/Remove Forms. Then select the forms to associate with the track and select Save.

 

NOTE: A form may be assigned to multiple tracks as needed.