Solution

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

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?

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.

How does it work?

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 a Package:

1. Login to Experience Manager

2. Navigate to your project > Project side navigation menu > Create > Agents > Package

3. Click the Install button against the Find Providers & Locations solution.

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 Find Providers & Locations Dashboard.

What dashboards & visualizations are available and what purpose do they serve?

Two dashboards come with this solution.

1. The first dashboard Find Providers and Locations is used to understand the usage metrics.
   

2. The second dashboard Find Providers and Locations Audit - May Contain PHI is used to audit end-user requests and results to guide improvements to the data.
   

Visualizations include:

Metric	Description	Visual
Location Searches	To understand engagement with location searches
Provider Searches	To understand engagement with provider searches
Line Graph	Location searches per month across time as a line graph to understand trends in the use.
Line Graph	Provider searches per month across time as a line graph to understand trends in the use.
Incorrect location (Count)	To understand the number of times a user indicated they were provided with information about the wrong doctor
Incorrect Provider (Count)	To understand the number of times a user indicated they were provided with information about the wrong doctor
Incorrect Location (Percent)	To understand the success of the logic used to recognize the end-user needs and present the correct location information
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 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 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 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 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

Customizing the dashboard

You can create your own visualizations for the program registration in Insights. Refer, Guide to Orbita Insights

Solution Customization

How can I update content and phrases?

Rajkiran Alla (Deactivated) I added notes directly into this page on the areas that can be edited within the solution experience

Areas that can be updated:

1. Conversational Updates

   1. “Welcome” Say node

   2. <fill in others>

2. Location data imported into project

3. Provider data imported into project

4. Directory hyperlinks for fallback messages

5. Primary Care services designation

6. Urgent/emergency care services designation

7. Medical service labels - which are applicable and it applies to Location, Provider, or both

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

How to enable PHI / non PHI dashboards?

Integrations