Applying Activities to Patient Onboarding

Review the native workflow activities used to automate patient onboarding.

You can create the Patient Onboarding workflow shown below to automate the Woods Clinic’s manual business process. The diagram uses the following native activities:

• 9 Invoke APIs run procedures to evaluate proximity and insurance risk, predict approval, and more

• 4 Switchs route a patient outside service range, with risky insurance, auto-approved, or rejected

• 1 Human Task - Create assigns the patient for manual approval if not auto-approved

• 1 Send E-Mail notifies the patient of a rejection, and

• 1 Wait pauses until approved patient uses portal to supply proof of insurance and birth date.

• 2 Workflow Ends terminate the rejected and approved paths separately.

Description of the illustration workflow-woods-onboarding.png