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Document Title: Orbita Find Providers & Locations Solution

Experience Module Version: V 1.0.0

Creation Date:

Author: ORBITA

Solution

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.

Find Providers & Locations

Using the Find Providers & Locations solution, the chatbot will quickly surface provider and location information via a conversational experience to the chatbot 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.

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.

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 theĀ 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

To understand the number of times a user indicated they were provided with information about the wrong doctor

Incorrect Provider

To understand the number of times a user indicated they were provided with information about the wrong doctor

Incorrect Location

To understand the success of the logic used to recognize the end-user needs and present the correct location information

Incorrect Provider

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

Module Customization

How can I update content and phrases?

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?

Integrations

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