Community Automator Template

In this video, I provide a tutorial on the Portal Automator System for the Community Template. I explain the key features of the system, including the name, description, and tag of each automation. I also discuss how to post automations to the community and search for specific categories or keywords. This tutorial is essential for understanding how to use the system effectively. No action is requested from the viewers.

00:00 Introduction

01:20 Posting to the Community

02:08 Portal Messaging Automation, Conclusion

0:02 Hello, this is Kevin with FX med support, and I want to do a quick introduction of a feature We released about two weeks ago We've talked about it in a lot of our weekly connection classes on Wednesday Thursday and Friday But we haven't Actually done the tutorial how to video or at least that independently

0:22 so that's what this is the tutorial video on the portal automator system for the community template so inside of Thanks watching! the automator system so inside of an automation every automation has would need to have a name a description and then a tag and you you can create tags if you if the automation

0:52 you have um doesn't have the tag that it needs so and if a automation has all of those features when you put your mouse over the automation a pop up will come it will tell you the name the tag the description and you as a user would have the ability to come to the drop down and you could post it to the

1:18 community now when you post it to a community it would become visible here in the community template soon to be renamed probably like the automated template area or automated repository umm but when you come in here you will see the different tags or categories and the category of the tags create the

1:39 categories and so we can you can search by events from servo you can search by practices I have a feeling a lot of practices that use the automated Later we'll see. Start uploading their templates and we'll start to figure out which practices style we like to follow.

1:59 Umm you can search for keywords. I'm quickly just gonna talk about one that I think is really really important. So portal messaging, I have a feeling and this will be the most popular umm automation downloaded umm and every medical practice or every practice should have this one because we don't connect

2:18 with your patients ever and so this is the automation that when a portal message is sent out. And from your practice it would automatically trigger the uhh phones push notification.

2:30 What if you wanted the email sent? Well we don't send the email so you'd actually be able to umm import this into your practice and then you could even once it's imported you can copy it and then change it from phone to email or just build that inside of the automation.

2:50 So this is how you'd import it umm. Once your practice has uploaded them