Creating an Automation

Automations let you set up rules that trigger actions automatically, saving time on manual tasks and ensuring consistent processes across your team.

What Can Automations Do?

Here are some examples:

• When a high-risk form is submitted → update worklist status to "Urgent"
• When a new encounter is created → automatically send an intake form
• When a specific form is completed → update the encounter status to "Ready for Review"

Creating an Automation

1. Go to Clinic Settings from the top navigation, then click Automations in the left sidebar
2. Click New Automation

Step 1: Choose a Trigger

Select what event starts the automation:

Trigger	When It Fires
Form Submitted	When a specific form is completed by a patient
Encounter Created	When a new patient encounter is added

Step 2: Add Conditions (Optional)

Make your automation more specific by adding conditions:

• Only trigger if a certain field has a specific value
• Only trigger if a risk score exceeds a threshold

Conditions let you target exactly the situations where you want the automation to run.

Step 3: Choose Actions

Select what should happen when the trigger fires:

Action	What It Does
Update Worklist Status	Change the encounter's status in a specific worklist column
Send Form	Assign a form to the patient

Step 4: Review and Activate

1. Review your automation configuration
2. Toggle the status to active to enable it (or leave disabled for later)
3. Click Create Automation

Example Automations to Try

Auto-Send Intake Form

• Trigger: Encounter created
• Action: Send intake form
• Test it: Create a new encounter and verify the form is assigned automatically

Auto-Update Status After Intake

• Trigger: Intake form is submitted
• Action: Update worklist status to your desired value (e.g., "Ready for Review")
• Test it: Submit an intake form and verify the status changes on the worklist