Actions
Setting Automation Actions
Once a trigger is established, the next step is to configure an action for automation. Actions can involve a range of activities or functions.
Create Resource
The "Create Resource" action could be used to generate a corresponding observation within our application when for example a questionnaire response is created. Furthermore, it can be utilized to automatically generate service requests upon a patient's registration, offering a wide range of other possibilities. This versatile action streamlines various processes within our system, enhancing efficiency by automatically creating observations and service requests, among other potential use cases.
Create Task
A task typically refers to a specific action or assignment that needs to be carried out within your organization or system. Tasks are useful for various reasons, and they serve several purposes to include Dx/Tx reviews. Once you select the task creation action you will be able to refine the specific task depending on your selection.
Create Task - Connect
A Connect task is specific to AWS Connect.
Create Task - Zendesk
The process of generating Zendesk tickets is achieved by creating tasks. To ensure that the generated tasks are placed in the appropriate locations within Zendesk, it's essential to provide the necessary Form ID and Group ID as identifiers. These identifiers help in the accurate placement of tickets.
Furthermore, customization options are available to refine the task requirements to meet your specific needs. You can choose to require a phone number when creating Zendesk tickets. Additionally, you have the flexibility to flag tasks by categorizing them as a minor. Moreover, you can opt to allow the collection of responses, with the ability to store them within the application for future reference.
By following these steps and leveraging these customization options, you can create Zendesk tickets in a manner that aligns with your organization's unique requirements and facilitates efficient ticket management.
Send to Survey Monkey
When choosing the "Send to Survey Monkey" action, it allows you to fine-tune the action and information that is sent to Survey Monkey. You have the capability to select the recipient, customize the message content, set the message subject, and choose the specific survey and collector, ensuring that the information is directed to the correct location within Survey Monkey. Additionally, you can specify a delay for when the action is executed and decide whether you want the responses to be stored within our application. This level of customization provides you with control over the survey distribution process, allowing you to tailor it to your specific needs and preferences.
Add to campaigns
The "Add to Campaigns" action is an advanced functionality designed to facilitate targeted campaigns, such as email campaigns, follow-ups, and reminders, among others. For instance, if your goal is to send a survey to every patient who has completed a case you can specify the action to identify the "CaseComplete" code. This way, the "Add to Campaigns" action empowers you to precisely define the criteria for campaign inclusion, allowing you to tailor your outreach to specific target groups or conditions effectively.
To effectively use this feature, there are several key steps to follow. Firstly, you need to specify the observation code within the application that will be synchronized with the campaigns.
After ensuring that the observation codes are correctly configured within the application, the next step is to get in touch with the CareLaunch team. They will assist in adding the necessary parameters to our backend systems, aligning the campaign settings with your specific requirements.
Update Campaigns
The "Update Campaigns" configuration operates in a manner very similar to the "Add to Campaigns" action, but with a specific focus on patients who have been updated with the observation code. Within the context of the same campaign, it is essential to configure the "Add to Campaigns" action in a manner that aligns precisely with the "Update Campaigns" action. This ensures that patients who are already present in the system but have been updated are correctly included in the campaign. By mirroring the configurations of both actions within the same campaign, you can guarantee that the outreach efforts encompass all relevant patients, whether they are new additions or individuals whose information has been updated. This approach maximizes the effectiveness of your campaign management.
Remove from Segment
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Send Secure Message
The "Send Secure Message" action is designed for sending encrypted messages through the application's internal messaging system. It can be configured to deliver messages to patients and can make use of predefined message templates. For instance, you can employ this feature to welcome each new patient upon their registration within the platform. This action streamlines the process of communicating with patients and allows for the consistent delivery of essential information and acknowledgments.
Sync Integration - Incoming
The "Incoming Sync Integration" action facilitates the triggering of a synchronization process that lets you define the source integration from which you want to sync data. You can also specify the destination instance where the information or patient records will be added. This action along with the "Sync Integration - Outgoing" empowers you to manage data flow between different systems and ensures that information is appropriately synchronized between the chosen sources and destinations.
Sync Integration - Outgoing
The "Outgoing Sync Integration" action initiates a synchronization process that enables you to designate the integration from which you want to send data and specify the target instance where the information or patient records will be sent from.
Send Email
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Assign form
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