When adding Actions to your Patient Responses in the Conversation Builder, you have a set of system-defined options. The function of each Action is defined below:

Add Mention and Message

Use this Action to message Enterprise Users and/or Enterprise User Groups when something needs their attention. You can mention multiple Enterprise Users/ Enterprise User Groups with the same message on a single Action. If you want to add separate messages for each Enterprise User/Enterprise User Group, you will need to create multiple Mention Actions. 

Set Patient Channel Status

Use this Action to open or close the Patient's Channel based on the patient's response. Open Patient Channels will appear at the top of the Collaborative Inbox for staff to work.

Set Patient Appointment Status

Use this Action to update the patient's Appointment Status based on their response. You have the option to set the Appointment Status to Confirmed, Canceled, or Rescheduled.

Accept Referral Request

Note: This Action is limited to customers deploying Referral Management.

When you select Accept Referral Request, you will be asked to choose whether you would like to “Transfer to Referral Phone Line.” Choosing Accept Referral Request will write back the acceptance to your EMR.

• Toggle this field on (purple) to transfer the phone call to the Line that sent the Automation (if the patient received a phone call)

• Leave this field off (default) to keep the phone call on the current Line

Decline Referral Request

Note: This Action is limited to customers deploying Referral Management.

When you select Decline Referral Request, the patient response will automatically trigger the Referral Request to be denied and that status will be written back to your EMR.