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Document Title: Orbita Appointment Scheduling Solution Solution Version: V 1.0.0 Creation Date: Author:
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Table of Contents
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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
Solution Description
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The Orbita Solution Appointment Scheduling 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 scheduling alternatives. |
Why was it created?
Orbita Solution Center offers packaged pre-built experiences. All the solutions have been designed with the goals of improving time-to-value and decreasing implementation time. ( Learn more about Solution Center here: 4.0 Orbita Solution Center
What is its purpose?
The purpose is 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 scheduling alternatives.
How does it work?
Unlike traditional solutions like making a phone call, speaking to a person, multiple IVR options or downloading a scheduling app, the Appointment Scheduling is an omni-channel, conversation driven solution that can integrate with your existing applications.
Solution Implementation
The Appointment Scheduling solution is created to help patients manage their care with convenience and flexibility. On the other hand, it is also used by the sales representatives to reach the HCPs and vice versa.
How do you install it?
The module solution comes with all prebuilt and customizable conversation flows, dashboards, and interaction models.
How to Install a
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Solution:
Login to Experience Manager
Navigate to your project > Project side navigation menu > Create > Agents Solution Center > PackageSolutions
Click the Install Add button against the Appointment Scheduling solution.
Refer 4.0 Orbita Solution Center for more details.
Required Configuration After Installation:
Ensure you have completed the prerequisite step of setting up an Office 365 account before moving to the next step
In order to connect your Office 365 account with the appointment scheduling solution.
, please get in touch with your Customer Success representative or email us at support@orbita.ai.
Office 365 Credentials are configured within the ‘Appointment Scheduling Container’ function node for privacy and security reasons.
Dashboards
How to access dashboards?
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The Appointment Scheduling 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 studioStudio.
Select a Flow Studio the desired Flow from the list 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. |
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
“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
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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:
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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Prompt | Node | Screenshot |
Prompt before appointment type buttons
| Appointmenttype |
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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:
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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 To change the length of the existing list of appointment types, please get in touch with your Customer Success representative.
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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 an EHR. This would require custom development and
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should be discussed in greater detail with your Customer Success and Sales Representatives.
Video Link
Coming soonhttps://cdn.orbita.cloud/assets/orbita/solutions/appointmentscheduling.mp4