Find Providers & Locations Solution
Document Title: Orbita Find Providers & Locations Solution
Experience Module Version: V 1.0.0
Creation Date: Nov 29, 2021
Author: ORBITA
Table of Contents
Solution Description
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 the solutions have been designed with the goals of improving time-to-value and decreasing implementation time. ( Learn more about Solution Center here: https://orbita.atlassian.net/wiki/spaces/OCS/pages/1582661642
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 the Solution:
Login to Orbita.
Navigate to your project > Project side navigation menu > Create > Solution Center > Solutions
Click the “ADD” button against the Find Providers & Locations solution.
Refer https://orbita.atlassian.net/wiki/spaces/OCS/pages/1582661642 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.passwordNext, 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.
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:
Find Providers and Locations
This dashboard is used to understand the usage metrics.
Metric | Description | Visual |
|---|---|---|
Location Searches | To understand engagement with location searches. | |
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. | |
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.
Metric | Description | Visual |
|---|---|---|
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 understand the success of the logic used to recognize the end-user needs and present the correct location information. | |
Incorrect Provider (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. | |
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, https://orbita.atlassian.net/wiki/spaces/OCS/pages/7111174
The Find Providers & Locations solution data is captured in the data-<environment>-backend.fplinsightsprovidersearch and data-<environment>-backend.fplinsightslocationsearch index patterns respectively.
Solution Customization
How can I update content?
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.
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 may break the flow due to the interconnectedness of the solution. If you have any questions, please reach out to your CS representative or contact support@orbta.ai.
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
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
Related Articles