25.2 Exploring Patient Onboarding Example

Explore how APEX Workflow automates patient onboarding at the fictitous Woods Clinic.

Consider a concrete use case to explore how an APEX workflow solves real business challenges. Imagine you are the lead developer at Woods Clinic, a fictional ambulatory medical clinic. You've been tasked with improving the efficiency of new patient onboarding. You start by understanding the current situation, then use APEX Workflow to deliver business value by automating a number of previously-manual steps.

• Understanding the Current Process
  Understand the manual patient inquiry process before workflow automation.
• Identifying Automation Opportunities
  Identify the patient onboarding steps workflow automation can handle.
• Starting a Patient Onboarding Workflow
  Create a workflow definition and start building its first version in Workflow Designer.
• Associating the Patients Table
  Associate the workflow with the patients table so activities can reference patient row data.
• Configuring a Meaningful Title
  Set a meaningful workflow title using values from the related patient row.
• Building Patient Onboarding Visually
  Explore and understand key aspects of building the Patient Onboarding workflow visually.