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Document Title: Orbita Appointment Scheduling Solution Solution Version: V 1.0.0 Creation Date: Author:
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Prerequisites
The users should use their own office 365 account credentials to book the appointments.
https://support.microsoft.com/en-gb/account-billing/how-to-create-a-new-microsoft-account-a84675c3-3e9e-17cf-2911-3d56b15c0aaf
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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 Appointment Scheduling solution.
Dashboards
How to access dashboards?
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The Appointment Scheduling solution data is captured in the |
Solution Customization
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Rajkiran Alla (Deactivated) I added notes directly into this page on the areas that can be edited within the solution experience
Warning message: should not add new nodes but can modify the say text in the node
Areas that can be updated:
Non-technical users can update:
Conversational Updates
“Welcome” Say node
list of appointment types included
prompt before appointment type buttons
prompt before calendar directive
prompts before patient information collection (first name, last name, DOB, phone number, email, preferred contact type)
appointment confirmation say node
buttons for appointment types
length of each appointment type
Integration w/ Microsoft calendar
which providers are available for scheduling
business hours for scheduling
Conversational Updates:
Welcome Say Node:
Navigate to the Project side navigation menu > Create > Agents > Flow studio.
Select the Flow Studio “Schedule Appt Intro Flow” and navigate to “Welcome Prompt” that contains the text and edit it.
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List of appointment types included:
To add an appointment type to the existing list of appointment types, please get in touch with your Customer Success representative.
Prompts:
Navigate to the Project side navigation menu > Create > Agents > Flow studio.
Select the Flow Studio “Schedule Appt Book Flow”
The Prompts can be configured in the respective nodes as per the below table.
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Prompt | Node | Screenshot |
Prompt before appointment type buttons
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Prompt before calendar directive | appointmentDetails |  |
Prompts before patient information collection (first name, last name, DOB, phone number, email, preferred contact type) | firstname lastname dob phonenumber contacttype |
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Appointment confirmation say node:
Navigate to the Project side navigation menu > Create > Agents > Flow studio.
Select the Flow Studio “Schedule Appt Book Flow” and navigate to the Say node that contains the appointment confirmation message and edit it.
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Buttons for appointment types:
Navigate to the Project side navigation menu > Create > Agents > Flow studio.
Select the Flow Studio “Schedule Appt Book Flow” and navigate to “appointmenttype” choose many control and open it. Double click on the node to open.
Navigate to “Choices” tab and change the values under the “Text” field to change the button text
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Length of each appointment type:
To change the length of the existing list of appointment types, please get in touch with your Customer Success representative.
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
Integrations
Microsoft Graph API
We need verbiage here that mentions that EHR integrations would require custom development and could have associated implementation costs dependent on ideal solution for integration per client.