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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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Note
  • It is recommended not to add any new controls or delete any controls that are installed with the solution.

  • Do not modify the tokens while editing the Say text in the controls.

  • Modifying the name of the controls might break the flow as everything within the solution is interconnected.

  • Contact support@orbta.ai for any further assistance.

Warning

Upgrading the solution will override the post installation changes, such as modifying the welcome text, except the configuration settings.
If you have any questions, please reach out to your CS representative or contact support@orbta.ai.

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:

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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

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buttons for appointment types

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length of each appointment type

Integration w/ Microsoft calendar

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which providers are available for scheduling

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Conversational Updates:

Welcome Say Node:

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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

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  • You can also integrate the solution with the EHR but it would require custom development

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  • .

Microsoft Graph API

Video Link

https://cdn.orbita.cloud/assets/orbita/solutions/appointmentscheduling.mp4

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