Workflow Recipe: Patient Account Creation
IN THIS ARTICLE
This article is an Automated Workflow Recipe, a detailed example of how to use Spruce Workflow Automation in your practice. We recommend you start by reading our article on Workflow Automation.
Automated Workflow: Patient account creation
You can establish a Workflow to send a message when a patient downloads the Spruce app and creates an account. This allows you to triage patient inquiries from the moment they join Spruce.
This workflow will include Spruce Buttons. Spruce Buttons are visual options patients can select when using the Spruce app. They can be customized to trigger subsequent Workflows when selected by a patient. The following example contains four Buttons:
- [Schedule an Appointment]
- [Refill a Prescription]
- [Speak to a Doctor]
After you define the Spruce Buttons, you can define the action that occurs when a Button is selected. For example, when a patient selects [Schedule an Appointment], they can receive a text message that explains their request has been heard and someone from the team will reach out to schedule an appointment.
The actions that occur after a Button is selected can include complex Workflows of their own. For example, when a patient selects [Speak to a Doctor], they will receive a text message that includes an additional set of Spruce Buttons – one button for each doctor – and asks them to select the doctor they wish to speak with. Once they select their doctor, the Workflow automatically assigns the conversation thread to the corresponding doctor. Then the doctor can start to communicate with the patient.
Here is the Recipe for this patient account creation Workflow:
|WHEN (Trigger)||When a patient downloads the Spruce app and creates a Spruce Account;|
|IF (Conditions)||N/A (no additional conditions must be met)|
|THEN (Action)|| Then post a message to the conversation that includes Buttons.
With this Workflow, when a patient downloads the Spruce app and creates an account, they will automatically receive a message with your specified Buttons. The patient can only select one Button, and after they make a selection they cannot select another Button.
The images below illustrate the related Workflows for each Button.