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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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Table of Contents
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Solution Description
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The Orbita Solution Find Providers and Locations is meant to help organizations increase productivity with a self-service 24/7 solution that helps reduce the need for support staff and call volume by providing faster and easier alternatives to discovering provider and location information for your health system. |
Why was it created?
Orbita Solution Center offers packaged pre-built experiences. All Experience Modules the solutions have been designed with the goals of improving time-to-value & and decreasing implementation time.
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Solution
Why was it created?
to quickly surface . ( Learn more about Solution Center here: 4.0 Orbita Solution Center
The Find Providers & Locations solution is used to help the users quickly surface the provider and location information via a conversational experience.
What is its purpose?
to quickly The purpose is to help the website visitors and the chatbot users with a quick, easy, and interactive conversation flow that can surface provider and location information via a conversational experience for end-users who prefer a conversational experience or as an adjunct tool for those that are struggling to find what they need by clicking through a website.
How does it work?
the The Find Providers & Locations solution works with your provider and location data to answer questions, such as which primary clinics are near me or what is our pediatrician's phone number, and so on.
The Find Providers & Locations solution will provide cards of information and filtering tools (when appropriate) to support narrowing down selections on the providers and locations.
How do you install it?
The module comes with all prebuilt and customizable conversation flows, dashboards, and interaction models.
How to Install
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the Solution:
Login to Experience ManagerOrbita.
Navigate to your project > Project side navigation menu > Create > Agents Solution Center > PackageSolutions
Click the Install button against the Symptoms Triage package.“ADD” button against the Find Providers & Locations solution.
Refer 4.0 Orbita Solution Center for more details.
Required Configuration After Installation:
Click the “Configure” icon 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 or email us at support@orbita.ai.
If data needs to be updated at a later point you will need to contact your Customer Success representative to discuss this process and options for updating.
In the Configure editor window, add the Experience Manager user login details in the respective properties.
orbita.serviceAccount.username
&orbita.serviceAccount.password
Next, we need to manually index the initial data. Go to the Left Navigation> Develop> Schema. Since we have installed the Find Providers & Locations package we will see the 'FPL' schemas here. Namely,
FPL - Insights - Location Search
FPL - Insights - Location Search
FPL - Location
FPL - Provider
FPL - Configuration
FPL - Insights - Provider Search
Click on each schema and Index them using the Index documents icon at the right.
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Dashboards
How to access dashboards?
After the solution installation, you can access the pre-built dashboards from the Project side navigation menu > Report > Dashboards.
Given below is the sample screenshot of the Appointment Scheduling 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. The first dashboard, Find a Location and Find a Provider, :
Find Providers and Locations
This dashboard is used to understand use metrics. The second dashboard, Location, and Provider Audit - May Contain PHI is used to audit end-user requests and results to guide improvements to the data. Visualizations include:the usage metrics.
Metric | Description | Visual |
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Location Searches |
To understand engagement with location searches |
Provider Searches
to understand engagement with provider searches
Line Graph
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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. | |
Location Searches Per Month | Location searches per month across time as a line graph to understand trends in the use |
Line Graph
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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. |
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.
incorrect location | to understand the number of times a user indicated they were provided with information about the wrong doctor | Incorrect Provider | to 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 To understand the success of the logic used to recognize the end-user needs and present the correct location information. | ||||||
Incorrect Provider to (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 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 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 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 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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Customizing the dashboard
You can create your own visualizations for the program registration in Insights. Refer, Guide to Orbita Insights
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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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To change the bot responses, you can navigate to the flow studio flows and make changes to the content present in the flow studio controls.
For example, if you want to change any conversational message,
Navigate to the Project side navigation menu > Create > Agents > Flow studio.
Select a Flow Studio and navigate to any control that contains text and edit it.
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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
How to update the email template sent to the User with my customer brand?
Can I custom the dashboard?
How to enable PHI / non PHI dashboards?
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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
This solution does not come with out-of-the-box 3rd party integrations. Please contact your CS representative for further questions and information regarding integrations.
Video Link
Coming soon