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Document Title: Orbita Appointment Scheduling Solution

Solution Version: V 1.0.0

Creation Date:

Author:

Status
colourBlue
titleORBITA

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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:

  1. Non-technical users can update:

  2. Conversational Updates

    1. “Welcome” Say node

    2. list of appointment types included

    3. prompt before appointment type buttons

    4. prompt before calendar directive

    5. prompts before patient information collection (first name, last name, DOB, phone number, email, preferred contact type)

    6. appointment confirmation say node

  3. buttons for appointment types

  4. length of each appointment type

  5. Integration w/ Microsoft calendar

    1. which providers are available for scheduling

    2. business hours for scheduling

Conversational Updates:

Welcome Say Node:

...

Prompt

Node

Screenshot

Prompt before appointment type buttons

 

Appointmenttype

 

Image RemovedImage Added

Prompt before calendar directive

appointmentDetails

Image RemovedImage Added

Prompts before patient information collection (first name, last name, DOB, phone number, email, preferred contact type)

firstname

lastname

dob

phonenumber

email

contacttypeImage RemovedImage RemovedImage RemovedImage RemovedImage RemovedImage Removed

Image AddedImage AddedImage AddedImage AddedImage AddedImage Added

Appointment confirmation say node:

...

Buttons for appointment types: 

  1. Navigate to the Project side navigation menu > Create > Agents > Flow studio.

  2. 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.

  3. Navigate to “Choices” tab and change the values under the “Text” field to change the button text

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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.

Video Link

Coming soon