Automations and Patient Flows 01-12-24

In this video, I discuss automations and patient flows, focusing on the creation of a schedule with a filter for patients aged 18 to 19. I explain how to add tags, send notifications, and use conditional logic to streamline the patient flow. No specific action is requested from the viewers, but questions and discussions are encouraged.

In this video, I discuss automations and patient flows, focusing on the creation of a schedule with a filter for patients aged 18 to 19. I explain how to add tags, send notifications, and use conditional logic to streamline the patient flow. No specific action is requested from the viewers, but questions and discussions are encouraged.

00:00 Introduction

00:24 Starting the Friday Connection

04:47 Discussing Automations

09:32 Creating a Schedule with a Filter

11:20 Setting the Age Range

12:20 Adding the HIPAA Sign Tag

12:49 Adding the Cron Field

13:20 Looking for Patients without the Tag

16:51 Waiting for the Tag to be Added

18:11 Adding a Tag after HIPAA Update

19:28 Continuing the Patient Flow

20:23 Adding the Basic Level Patient Active Tag

21:04 Handling Form Submissions

21:52 Removing Documents

22:54 Moving the Form Submitted Tag Removal

00:01 Hello and welcome to friday january 12th friday connection very excited to connect with all of you today and we're just waiting for a few people to join as i should probably put my phone on focus so nobody sends me a message and drink my coffee hello hello welcome everybody hi kevin how are you today

00:39 good it's blizzarding here so doing very well it feels like we just connected just a few hours ago do you have any questions for todays friday connection i always like to start the friday connection with whatever direction you might want to take it i do have a lot of exciting news im really really happy

01:04 but want to start it with wherever you'd like to take it i don't have any specific questions stuff might come up as we talk but i don't have anything new really from when we talked this week alright well let me show you what im actually extremely happy about so we all know from the fx med support website

01:30 we have our support video page and thats right here we now have a twenty twenty four how to video on every single application inside of the servo system so every single application has a how to video every tab is talked about now some of them we dont go into such great detail yet like our bulk email

01:56 email template builder we actually havent done the tutorial on how to build every email yet but we give you everything here and then what makes it even more exciting for me is inside our application inside servo and either my internet is really slow or my apps are tanking up but inside our application

02:20 in servo when we click on any of our applications now every single help how to button actually brings up our our information knowledge base system so as we continue to add to our our knowledge base from people asking questions to us just having our system grow just really happy that the ability for you

02:42 to obtain the information you need in real time is now there uhm even the ability to submit a ticket uhm yeah I postponed and procrastinated on that for the longest time and finally just did it.

03:00 I know it's something small in overall like wow factor but to me it's it's pretty important uhm let me see real quick trying to think of where we can what we can talk about I've made so many I've made so many videos in the past few days is there anything servo related you want to talk about?

03:29 Do you want to jump into automations what is the best use of your time honestly otherwise I can just ramble automations would be fabulous okay yeah I was gonna say the new automator system specifically too I'd like to see more of how you use that to make automations okay so as we open up our our servo

03:50 automator which is being relabeled portal automator we have our legacy we're not going to spend too much time talking about our legacy automator today because we will have that clone button real quick or convert button and it will allow you to convert automations into the new system so we will go to

04:08 the new visual automation system is there any particular automation we want to build today? We have our our main group that we that we once created that we won't build on like so these i will never add to these without starting a recording so that we can add those to this right here in case you dont

04:34 know inside the visual automator you can watch this uhm video series and its how ive built each and every one of these automations with every step uhm a lot of times i get asked how did you do that how do you set this up and uhm so were never gonna add to these without it being recorded and then spliced

04:56 in and added to this help uhm article so that you can always follow along uhm and thats our main group and then we do have a friday connection uhm automations that we started uhm last week if you were here last week the reason this automation didnt trigger is because i actually spelled the word wrong

05:21 so we really can take it wherever you want we can continue off of our friday connection uhm automations that we started last week or we can go off of our main group or we can create new ones uhm or you can just say this is an automation we want to create in our practice and we can create it create it

05:36 here and then we have this recorded so you we you can copy it i have an idea and christy if theres one you want feel free uhm we have been talking about an automation and im pretty sure i know this is possible i just havent had the time to do it an automation for when patients turn at least 18 or 18

06:01 and 3 months i dont think the months is possible but to trigger uhm an email notification for the patient to refill out their hippoform because when its 19 we need to have that updated we can totally do this we can do the whole thing awesome awesome here we go ready yep can you do me a favor and write

06:29 that down and write it down so i can refer to it but we're gonna yep cause we're gonna use multiple scenarios right so first thing i want to do is go grab and create a tag cause we have an 18 year old birthday its something special so were gonna do 18 year old bday hippa and its h-i-p-a-a right right

06:56 its 1a yep 1 yeah hipaa nope k so this is a special tag we might have an 18 year old bday tag already but this is a special tag and lets go ahead and just add it to our portal automator i love the display ok so we now know that we have a special tag alright now lets go into our system and and you cant

07:21 really do what you want uhm like in the automator the way you need to ill have my dev team watch what were doing so that we can but since i know my system i know how to manipulate it so lets go ahead and go into the happy birthday notification system the system that once synced with your patients monitors

07:42 their birthday and lets now go in here and say seventeen and lets now come in here and say eighteen eighteen would that be it eighteen to eighteen i think so yeah and then nineteen to like nine thousand nine hundred sure uhm and we can have the same message I'm gonna have to ask my dev I don't remember

08:20 the workflow on this because like is that it or do we do I think that would make sense but more importantly oh wait This isn't adding a tag Yeah, I think it might have to be built out as an automation, okay, you're right hold on okay, so I Want this updated so where they have?

08:48 Happy birthday notification system when triggers can add a tag per birthday so we'll update that that will come okay so that's a task that my dev team will do is update the happy birthday notification system so each age or each age range can send a uhm can edit a tag or add a tag or remove a tag and

09:12 I'd actually like to move the send notification into each age range uhm maybe you want to send it differently per birthday okay so that failed now let's jump in and think about this is this gonna be off of a appointment being scheduled a patient being created let me think it would be ideal if it was

09:43 made off of an appointment created yes what appointment annual physical exam because it's no longer a well child visit it's an annual physical exam i really thought that system added a tag we want to do a schedule create with a filter and then patient condition, age starting age 18 ending age 19 where's

10:52 the message you gave me let me read it again oh i put it in the chat an automation to have patients over the age of 18 have an automated email to send them to fill out the HIPAA form and they need to complete it again at 19.

11:20 So we yeah we for sure need it done by the age of 19. So we're saying when a scheduled appointment is between the ages of 18 and 19 Send email Now we should have a little bit more Okay, so that's that's how you do it, but that's not really smart Okay, so what we should do is is actually think about this

12:18 intuitive and what is this now? This is the patient 18 and 19 HIPAA sign HIPAA consent we should okay that's what we're creating so now knowing what we're actually creating we should think about schedule created so if the schedule is created and they equal this condition we want to add the tag to launch

13:01 that form right so we first need to do that correct yeah like unless you're doing this manual so i'm thinking about going one step back and actually just building the whole thing for you okay because if we were to go into our questionnaire manager and we're talking about one of these is correct like

13:21 so you have this hippo form in here right yeah so and that hippo form should be able to be called by a tag and so if we can come in here and say when that appointment is scheduled and the patient is this age yep but eventually i'm just knowing how knowing the system we're eventually going to modify this

13:50 again because it's actually going to eventually be for anybody thats over 18 thats never actually done it but right now we'll use we'll do this use case because we can keep filtering out and its good to have the recording so we would want to add the tag that would trigger that condition.

14:09 That would trigger that questionnaire to happen like appointment happened so we want to add the tag and just we know that thats a tag thats going to trigger this form which for our purposes right now is our HIPAA form we already have an automation that when that form comes back in the tag gets removed

14:33 so then and most likely uhm we already have a complete separate automation system for our schedule creates that adds the tags for the associated appointments i'm just kind of talking about it in one so we can see it okay so now more importantly we're right here and this is what we want to do and reach

14:59 out to the patient and have them let them know they need to sign the form so right here is where we should actually add the condition and then I'll explain exactly what I'm doing in case you don't know.

15:29 So now what weve done is weve taken your idea that said build an automation to have a patient over the age of 18 have an automated email sent to them to refill out their HIPAA since this needs to be completed again at the age of of 19 as well uhm well we need to add a repeat button I think as well but

15:50 what we did was we said when schedule is created and the patient matches one of the following conditions theyre between the ages of 18 and 19 uhm we want to add this tag which automatically adds the uhm like the special HIPAA tag I don't know why we didn't use the special HIPAA tag uhm and then we wait

16:19 a little while and maybe we do another condition lets lets wait lets give the patient some time like wait for a day I need to add and have my developers add the cron field here so that we can wait in relation to that appointment scheduled rather than just come up with a predetermined this should actually

16:41 be one day before appointment starts or something so that's coming in our next update but right now lets just say lets wait and now you have the system go and look at that patient do they have that tag or not if they don't have the tag uhm then we know that they've done they've signed the form if they

17:07 dont have it then we'd wanna so i did this backwards then we'd wanna send them to go sign the form does that make sense yeah i'll probably have to rewatch this again when i build it out to to make sure uhm but im im tracking along fairly well with you so the idea what im trying to always im trying to

17:25 get everybody to think one step higher when were building automations everybody is so used to when this happens send patient a notification and that makes total no sense i think its better to build systems that have your and maybe it makes sense that we uhm that we have it in two seperate uhm areas let

18:01 me quickly do this real quick and i'll just yeah because as i'm thinking about this what we do is we once the HIPAA has been updated we then add a tag like and most of the time it happens by our staff just in the office when the patients checking in we're verifying that that HIPAA is updated and on file

18:28 so then they're they're putting another tag on it that's like HIPAA verified uhm so not only you can have the computer do that correct I think we arent we have a lot of things we need to do and were just not there yet but like I dont like this search whats that sorry just talking to myself I dont oh

18:52 heres what I wanted to do alright so heres the keep talking keep talking yeah it would be nice then to get to the point where that tag is automatically put on once the hippo forms what it filled out then it switches to the new tag is what I'm trying to say yeah so that actually let me save this real

19:10 quick I'm gonna save this okay uhm did we do that I think thats what we did in Wednesday VA school uhm Serbo school yeah here we go totally positive okay so we have the appointment created uhm condition tag so right here what we're saying is schedule created add the associated tag uhm it's literally

19:45 that simple so we come in here and it's just by filters so for the back facial I still don't understand what a back facial is uhm you then would add the tag or tags that should be associated that appointment is scheduled right now we go we go back and we have the form submitted remove corresponding tag

20:16 so if your servo system is set up the way that I believe it should be is this all your forms are controlled either by a servo basic level patient active and has not filled out ever something like that or by tags because that allows you to use our automator system to really really be powerful and so if

20:38 we come in here we have our form submitted tag removal so when a patient fills out a a document they come into servo a certain way and you can actually watch the the video I have it goes through all those steps I'm sorry I got lost for a second there it is and so when a document comes in regardless of

21:10 the display name to the patient the code name is different and so you can watch in the Wednesday school video but what you do is you find out just the base name and you remove there's some other stuff that says like added on date and then sometimes by user and you remove that stuff and you just look

21:28 for the name of the file and you look for equals sorry this should be contains sorry wow that should be contains and what that means is whenever a file comes in with this string exactly can have some other stuff after it we want this automation to trigger and what's the automation remove the tags because

21:50 your you've told your patient go fill out documents those documents are getting removed so now whats the next part in your automation well i wouldnt build off of the master because like i told you earlier so let me save changes because that was an important change i made uhm and i in my servo school

22:13 on wednesday i was talking about you probably wouldnt have these in one big category youd probably end up coming here and saying uhm appointment appointment create uhm add tag for form something really really specific and then you and just because I want to honor servo school we're gonna go ahead and

22:45 uhm so appointment add tag we're gonna honor and just uhm actually we can bring in our copy so this is our copy our condition 2 we'll move that in there and I'll tell you talk about in a second of what it actually is uhm and then you probably end up having another group that would be form submitted tag

23:07 removal because thats gonna be your base for every appointment and every form that comes in but now what you're talking about is something, what's that?

23:18 Yeah what I was gonna say is we actually want some of our tags to remain so it would be like form submitted now tag well so I think it should be forms like there should be and obviously every practice is their own I just want to give you another way to think about this or an idea but what about if instead

23:40 of that it was like consent form and that just just let you know that it's out when it's signed it actually now switches to the tag that says consent form signed like I don't think the same form or the same tag that makes the tag visible or the form visible should be the same tag used for other information

24:05 because theyre different and thats just my own opinion thats just me taking it to the next step uhm of where I want it yeah ok uhm but the next part that I wanted to show you specifically is and we need a new tag admin manage thats exactly where we were going so I love what you brought up and now were

24:30 gonna talk about HIPAA so lets go grab that HIPAA tag because we need a new tag thats HIPAA HIPAA signed thats exactly where I was going display it on dashboard yes because now what we want to do when we jump in the automator we know that we have a tag that makes our HIPAA form visible the patient is

25:02 going to go sign that form that form is going to come come into the system when that form comes in not only should I believe should we remove it but we swap it out with the signed version and now all of our automations can be looking for the positive does the patient have the signed tag if yes do something

25:22 it allows a more powerful automation as well so if we come in here we come in here we can actually let's go ahead and create that new automation it's really important that we do servo tag remove so we got to look for a tag remove and that's going to be red patient tag remove and we want to have a filter

25:45 what filter is it its going to be ID uhm well I actually don't know lets go find out mcdawg lets go find that tag add it and remove it uhm servo automator uhm we need to find our HIPAA so HIPAA not thats the big one lets add it and I don't need to I don't need the exact action I don't need to remove

26:16 it because it's the same ID so I'm just gonna go to my servo community and I'm gonna look for the tag created but what I want is ID I want that ID as 67 were gonna come back into our system and were gonna say whenever tag ID uhm 67 whenever tag ID equals 67 we want to add the other tag so it will come

26:49 in here cause were saying when one tag is removed we want to replace it with the signed version and hit the sign this is a side note about the new automator system we use the same servo community like for the metadata correct i'm understanding that is what you just did yes and soon as soon as we have

27:12 everything in here and it's working the way I want we will have that metadata where you can press a button right here and it'll pop up in a screen and you'll be able to look at it we'll all like right now you can only use variables like down here like let's say you're gonna send an email and you wanted

27:28 to use like patient name youve gotta use the variable thats a part of the patient tag remove system eventually we will have global variables so you can use any uhm any piece of metadata anywhere uhm ok so this would be uhm patient tag HIPAA remove r-e-m remove add tag HIPAA.

28:00 Signed, I cannot type today. Haha. All right So something just as easy as that and we save it And we'll eventually move that into the Friday connection category that we'll build for today, but So now if we have this right we We can now go back into Are we creating a new?

28:41 Sorry I got confused where are we? This right here Okay so we can go into our I need to make a new category or I'm gonna get lost But now we actually So this is our initial one Patient schedules an appointment Patient schedules an appointment We want to go ahead and add tags that make them, you know,

29:09 make that our Our questionnaires for them to go to go do But more importantly this is now based off of Do they have this tag?

29:22 Well rather than have this tag we can actually do the signed And I don't know if I hit refresh So that I might I didn't hit the refresh button But we could have the signed version and then build the automation off of that BBS and it just makes it more powerful to always have your patient flow And then

29:49 you check and depending on where they are and what theyve done You send them the next piece of information Cause I think its just as powerful to send them the You know the oh my gosh youre you know Youre right on track You you all your paperwork is filled out huh yeah Did we ok Or some we made somebody

30:09 leave I yeah I just liked it looks like I think Kristy who was on left Its alright its totally ok were getting really really in the the weeds right now Which is totally ok I love this let me make My my new group so that we have it for Okay, I'll have to watch that again to build that out because I go

30:34 a little slower than you do But let me let me go slower. Let me let me where did I go too fast cuz I know I go too fast I'm so sorry I'm trying to I just I batter I have not used the new automator system enough to I feel like I just got comfortable with the old one that means That's where cuz I know

30:53 nothing about computer coding uhm or any of this when I started so thats where me watching you do it is very helpful uhm I need to do that wait did I get it in there?

31:14 I think I put it above it thats weird I didn't know you could put things above ok so lets go a little slower then ok so you started out with schedule created well lets wait I need to make tags so so first k I think the very first thing to know is that if we go to our video support and you go to all categories

31:42 mhm and you go to servo school yesterday and or this week sorry not yes not yesterday but this week uhm we have both the servo school and then this is the entire school and this is just a snippet on the visual automator that we talk about but all of the steps that I talk about in relation to how to create

32:11 a task and you should have the signed version and you know and and the you should have the tag that pulls the uhm the questionnaire and then when it gets signed it goes away and you can add the sign tag.

32:25 All of that is in these this video. So uhm you can always watch it and that's something I'm really trying to do.

32:32 Next even something like this look at I mean this to me I think is overkill but uhm if I was to go to one of our categories Im probably not going to be able to find it because I just started doing it but I think its right here our third party credit card systems if we go into like authorize.net and we

32:53 go to the tutorial I made 13 hours ago brand new tutorial on it labeled everything I did not this one ah well Im starting to put all of the words of the transcript I don't want to spend too much time trying to find one that has it but really trying to giving you even all of the information so that you

33:12 you just have everything you need uhm ok really what I'm trying to do and now that now my breaking broken brain is not going to let me uhm alright ok so you have and so the tangent sorry you have access to the videos on everything were creating because I know in the past that was the shortcoming was

33:35 how do you do it so I'm going to make sure that nothing in our in the automator that I ever present in a Wednesday or Friday class There's never there will always be a recording on how it got to the to the evolution and creation it's at at that moment ok uhm so we know that I believe that every appointment

33:58 name should have a tag every questionnaire should have a sign a tag that calls it and then a signed version of that tag and you should use the automated system so that when an appointment is created based off of many parameters you put the appropriate tag in front of the patient what are some of the

34:19 appropriate parameters well maybe you go look to see has the patient filled it out meaning that a like a family a family questionnaire a big big question form you probably don't need them to fill that out before every appointment so you use servos conditional logic in system to control as well as our

34:42 conditional logic in system but in general you get the system to populate the forms available for that patient based off of who that patient is knowing that your ultimate goal should be your ultimate goal as a medical practice should be to continue to hold the container of support for your patient make

35:11 your patient feel as comfortable as possible as often as possible without you having to do as much extra work and what's a good way you can do that well most of our patients have some level of anxiety but not anxiety because it's bad its anxiety because its about their health and every little piece of

35:33 information that you have is so important so I want it I want it am I ok uhm am I am I current like and so theres a lot of just built up anxiety because of how vulnerable and intimate your connection is with the patient so if your patients know that they can log into the patient portal and go to questionnaires

35:52 and if there is a form in here it means they need to fill it out They know as a patient they are current as a patient, and there's nothing expected of them So that's why I believe it's one way you can make your patients feel safe if your patients Come to the questionnaires, and they see 50 questionnaires

36:16 that are always here and you're always trying to tell them in a message go fill this out go fill this out now as a patient I'm always what do I do waiting for you to tell me its just uneasy and you don't know and so using the really intuitive uhm portal automator that we built as well as this servo questionnaire

36:34 manager you can make it so that the forms appear exactly when the patient needs to and never if they dont all the way to the uhm using conditional logic we have with one practice they have it set up so that if a portal message ever comes in and it has the words I'm pregnant we will load the tag that

37:02 says I'm pregnant and that's the recent pregnancy form theres other ways that that form gets triggered but its just its just showing you like because you shouldnt always have the pregnancy form in here especially the Im pregnant form now tell me about it why well what if you're a person trying to get

37:25 pregnant and every time you log in here to fill out an appointment update form you see the you know the I just got pregnant form that means every time you log into your CERBO system you see the form that you really really want to fill out so bad but youre never I dont want to use the word healthy enough

37:51 I would say that for some reason your vessel is not allowing you to have conception to move on to that stage really good words Kevin I like that uhm then thats just an added level of stress and as we know about uhm everything with this uhm functional integrative medicine we're no longer really thinking

38:13 or knowing that its just one thing if it is oh my gosh awesome you're the lucky one lets go address that one thing and move on its honestly or from what I've learned uhm very humbling and ignorantly its so many different levels and pieces continue to add well if your patients logging into your system

38:32 is continuing to add one more little like a ha you might want to remove it sorry for that tangent uhm k thats ok so we go into here and we know that we have our system that will automatically add the tag and remove the tag and i honestly didnt build the other form or the other group but if we go into

38:57 servo school in all honesty when i was with them i short changed them because we should have the form submit remove corresponding tag i forgot to add the next part which is to add and you can do it in the same automation you can do it right here where you can say remove tag add tag so remove this and

39:21 then add the signed version of it and again i don't think oh there we go we have the HIPAA signed right so you can do it in one one i'm not a big believer of that because our automated system it used to have a one minute delay in between actions it now is a five second delay we're never going to speed

39:40 it up because just our own sir our own servers thats thats a really good load balance but so you can say remove the tag wait five seconds add the sign tag just just a I think its cleaner because it allows you visually to always be able to see one step at a time rather than getting items lost within other

40:03 actions uhm but this would just be the good example of showing you document comes in you remove the tag that made that document visible and then you added the tag.

40:16 That made that shows that it's signed and then you probably come in here and you're gonna remove corresponding tag and then you're gonna add signed version tag okay uhm that seems very straight forward i can confuse you real quick if you want oh okay we dont have to sure so uhm one of the and where i

40:52 want to confuse you cause i really do is i'm continually talking about how can we build a system that can continually go back and look at your patient and then say your patient the appropriate information uhm this is the one that i created and you're gonna say woah kevin stop uhm and better yet better

41:17 yet lets go like this i've never done this before lets go into our app login ive just ive never even thought about this cuz i really only use our url login for when im using the voip portal phone system but what about the visual automator it might give us a just a you know more working room better screen

41:55 i don't know this is brand new i'm trying something i've never done so we're gonna scroll down and we're gonna go to our open tags does it give me more room to play with if i use the browser it does oh yes i like okay its another reason to use the admin login url so this kind of confuses you right now

42:19 i would imagine but what we have here is the patient is created and i created this automation to tell my developer this is our current workflow i dont like it we need to change and so what we saying is when the patient is created we want to go ahead and add all the new patient forms 1, 2, 3, right?

42:47 Go answer, kevin thank you for joining the practice go answer, go add, go do your forms kind of very standard what every you know medical practice does but and then you know down here there's probably like a schedule created or something's going on but rather than having a system that you know it just

43:12 goes in and looks and says does the patient and so thats what this does let me actually talk so what this does is its gonna say you know its gonna check and this should actually be like wait one day wait one day wait one day uhm I should actually probably click right here I don't know if I can build

43:35 off of that I'm confused I'll have to play real quick so I don't want to edit this yet but these should all have a wait and then its gonna go look does it say does the patient have tachycardia so has the patient done any of the work if they have any of these tags well we know that we need to talk to

43:53 them because they stink so lets go send them an email that says you stink but if they dont have any of the tags then we know that they are a super successful patient and they are actually ready to move on right so these are our winners so right now we are just going to make their line longer because

44:14 we love them and so we will just like do do just some pretend because we love them and we'll just they're my model patient okay so we know that this is our best our best path forward right now nothing beats this path is patient created we assigned all these tags better yet why talk in hypothetical as

44:43 we build these out we'll go ahead and do it lets wait one day because we should give our patient a little bit of time before we go check there and in order just to make it so obviously I found another thing that I need to do we need the ability to do bulk node edit so in case you don't know what these

45:04 are these are each called nodes theyre the nodes of the workflow and rather than having to edit individual nodes we should be able to edit multiple but I wanted to look the same for you otherwise if we walk away and you come back it might confuse you so sorry I took a little bit extra time okay this

45:27 is more realistic patient created we add tags wait one day look at the patient do they have all these tags still yes do something but here's the problem right we're also going to wait and check another condition well what if they have tags one and two meaning they've done tag three and this is where

45:53 we start getting into problems is well we still want to send them a message because they have tags uhm nothings happening here because if they don't match this condition most likely they're in this condition so we can remove that node because this is really part of saying we want you to be perfect but

46:26 what I want you to see is we will get into an issue in about 30 seconds and its the problem that we need to solve.

46:42 Is we're about to build a system that's stupid so we know this is our best path and we're always going to wait one day and we're going to look at this the patient and say do they have tags 1 and 2 oh they do that means they havent done everything do they have tags 1 and 3 they do do they have tags 2

47:05 and 3 do they have tags just 1 do they have tags just 2 do they have tags just 3 do you see how we can build this forever and so that's what I don't want to have instead because right you'd actually because what should this message say this message to say oh my gosh thank you for joining our practice

47:25 we see that you're you're onboarding please make sure to fill out tags you know forms 1 and 2 please make sure to fill out tags 1 and or forms 1 and 3 like we we want to send a message that actually tells them to do what they need to do not just say you have forms to fill out but this is gonna get too

47:46 messy and so we're trying to create a way that we can actually uhm bring in variables and say you know if this just says we want them to do this and they haven't done it this message should actually just say hey these are the forms you havent filled out uhm so thats where were trying to get to i know

48:08 its a tangent to kinda show you where we are which you know youd have to come up with you know for this case what is it i think its 3 squared right so for this just this case there would be 9 options and then youd have 9 separate emails uhm and and thats a lot and so were eventually gonna try to come

48:32 up with a way that allows us to just send the base off of the patient knowing what we want them to do send the message and then use those tags as a variable system to then post what forms the patients need to fill out that's the better way to say it yeah okay and that's yeah and then my developers will

49:00 are working on that right now okay alright and i know i probably confused you with that but i just think its uhm because of what your trying to do right your trying to talk to your patient and say whether you scheduled an appointment or because you turned 18 or because a patient was created your always

49:20 wanting to say go fill out these forms but rather than just send an email to say go fill out a form were we currently have a way that you can tell them hey we wanted them to fill out 3 forms and they only did they only did form 3 which means they still have form 1 and 2 left lets go send them the email

49:44 that specifically only the person that hasn't done forms 1 and 2 would get. That form 3 and form 1 and form 2 and form 3 and that's 1 in 3 uhm that's just that's a lot of conditions uhm we'd probably be able to build something that says like if 3 tags are added build you know automatically expand the

50:20 possible nodes but then again it'd be better just to build a system that allows us to say if this tag is visible you know just tell the patient they have to go do that form uhm yeah im very very excited about our automator right now the teams working on bringing in all of the 3rd party applications into

50:41 it so uhm yeah any questions on anything? No that was that was very helpful uhm im really excited ive never even thought about going to our uhm app url login and then login in to play with the automator for that reason uhmm and actually kinda cool because it puts the automator in a separate tab and we

51:05 have servo in a tab so we can play in servo and have the automator here never even thought about that and that worked out really well yeah that is really nice okay perfect let's go ahead and save changes so we have them and if you don't have any other questions i think we can go ahead and maybe just

51:25 call it a successful successful day we can end a little early uhm i thank you so much for coming uhm yeah thank you you were very helpful continue continue to ask as many questions as you want uhm and you may need to get any of the support you need uhm