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Document Title: Orbita Find Providers & Locations Solution Experience Module Version: V 1.0.0 Creation Date: Author:
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Login to Experience Manager
Navigate to your project > Project side navigation menu > Create > Agents > Package
Click the Install button against the Find Providers & Locations solution.
Click the “Configure” button to modify the initial settings.
To import the data (such as Location data, Provider data, Primary care services designation, Urgent/emergency care services designation) to the environment, please get in touch with your Customer Success representative.
Dashboards
How to access dashboards?
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Given below is the sample screenshot of the Find Providers & Locations Dashboard.
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What dashboards & visualizations are available and what purpose do they serve?
Two dashboards come with this solution. :
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Find Providers and Locations
This dashboard is used to understand the usage metrics
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Visualizations include:
Metric | Description | Visual |
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Location Searches | To understand engagement with location searches. |  |
Provider Searches
To understand engagement with provider searches
Location Search Results | Pie chart to show incorrect locations searches vs correct/no response indicated to visually understand the success of the solution. |  |
Location Searches Per Month | Location searches per month across time as a line graph to understand trends in the use. |  |
Provider Searches | To understand engagement with provider searches. | |
Provider Search Results | Pie chart to show incorrect provider searches vs correct/no response indicated to visually understand the success of the solution. |  |
Provider Searches Per Month | Provider searches per month across time as a line graph to understand trends in the use. |  |
Incorrect location (Count)
To understand the number of times a user indicated they were provided with information about the wrong doctor
Find Providers and Locations Audit- May Contain PHI
This dashboard is used to audit end-user requests and results to guide improvements to the data.
Metric | Description | Visual | |||
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Location Search Results | Pie chart to show incorrect locations searches vs correct/no response indicated to visually understand the success of the solution. | | |||
Provider Search Results | Pie chart to show incorrect provider searches vs correct/no response indicated to visually understand the success of the solution. | | |||
Incorrect location (Count) | To understand the number of times a user indicated they were provided with information about the wrong doctor. |  | |||
Incorrect Location (Percent) | To understand the success of the logic used to recognize the end-user needs and present the correct location information. |  | |||
Incorrect Provider (Count) | To understand the number of times a user indicated they were provided with information about the wrong doctor. | | |||
Incorrect Provider (Percent) | To understand the success of the logic used to recognize the end-user needs and present the correct provider information. |  | Location Search Results | Pie chart to show incorrect locations searches vs correct/no response indicated to visually understand the success of the solution | |
Provider Search Results | Pie chart to show incorrect provider searches vs correct/no response indicated to visually understand the success of the solution | | |||
Incorrect Location Audit | Columns to review the requests and responses in which a user indicated they did not get what they were looking for. Information gathered from this report will support improving the data set. |  | |||
Incorrect Provider Audit | Columns to review the requests and responses in which a user indicated they did not get what they were looking for. Information gathered from this report will support improving the data set. |  | |||
Unrecognized Location Audit | Columns to review the requests and responses in which the virtual assistant was not able to find the requested location in the location data. Information gathered from this report will support improving the data set. |  | |||
Unrecognized Provider Audit | Columns to review the requests and responses in which the virtual assistant was not able to find the requested provider in the provider data. Information gathered from this report will support improving the data set |  |
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The Find Providers & Locations solution data is captured in the |
Solution Customization
How can I update content?
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Navigate to the Project side navigation menu > Create > Agents > Flow studio.
Location data imported into project (necessary for solution implementation)
Provider data imported into project
Directory hyperlinks for fallback messages
Primary Care services designation
Urgent/emergency care services designation
Select a Flow Studio and navigate to any control that contains text and edit it.
Rajkiran Alla (Deactivated) I added notes directly into this page on the areas that can be edited within the solution experience
Areas that can be updated:
Conversational Updates
“Welcome” Say node
<fill in others>
Areas that must be completed by CS/PS:
Medical service labels - which are applicable and it applies to Location, Provider, or both
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Upgrading the solution will override the post installation changes, such as modifying the welcome text, except the configuration settings. |
How to update the branding of the chatbot
You can customize the chatbot appearance using CSS and JS. For more information on customizing the appearances of your chatbot, refer https://orbita.atlassian.net/wiki/spaces/OCS/pages/1633681419/3.9.1+Creating+Your+Chatbot#Customizing-your-chatbot
How to enable PHI / non-PHI dashboards?
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Integrations
This solution does not come with out-of-the-box 3rd party integrations Please work with your CS representative for further queries.
Video Link
Coming soon