25.2.6 Building Patient Onboarding Visually

Explore and understand key aspects of building the Patient Onboarding workflow visually.

You build business processes visually by adding activities to your workflow diagram, sequencing them with connection arrows, and using the Property Editor to configure their settings. The Woods Clinic Patient Onboarding flow uses of many APEX workflow's native features.

• Applying Activities to Patient Onboarding
  Review the native workflow activities used to automate patient onboarding.
• Evaluating Spatial Distance with an API
  Use built-in geospatial functions to check whether a patient lives within service range.
• Switching Path Using a Condition
  Use a Switch activity to decide which path the workflow takes.
• Predicting Results with Machine Learning
  Use historical data to predict likely outcomes and automate confident decisions.
• Visualizing Workflow Progress
  Show a workflow instance’s progress in a Workflow Diagram region.
• Awaiting Completion of a Human Task
  Create an approval task and wait for its outcome before the workflow continues.
• Emailing Users a Rejection
  Notify rejected patients with an email template populated from workflow data.
• Provisioning a New User Account
  Provision a portal user account when the workflow approves a patient request.
• Waiting Until Patient Completes Profile
  Wait for the approved patient to complete portal registration before the workflow continues.