Friday Connection 02-09-24

In this Friday Connection video, I, Kevin from FX Med Support, discuss various topics related to our work. I apologize for being off camera due to slow internet. We talk about communication with our community, scheduling challenges, and automation updates. I also address lab orders and patient compliance. Watch this video to stay updated and informed. No action is requested from viewers.

00:00 Introduction

02:47 Internet Issues

05:41 Scheduling Challenges

07:29 Email Issues

09:35 Lab Orders and Compliance

0:00:02 Hello and welcome to a Friday Connection. I'm your host Kevin with FX Med Support. And today we're going to go over some of our new and exciting updates.

0:00:17 But we're going to go ahead and pause and just wait until 11 o'clock. I didn't realize I started early. Alright, and we are starting right off at 11 o'clock.

0:00:28 Again, welcome to the Friday, February 9th Friday Connection. And it's going to be a kind of exciting day today. Uhm, it started off as an amazing Friday and it's only going to get better.

0:00:42 I believe that. Uhm, let me quickly just show. Actually, since there's only one person in here. If you have any questions or anything, please go ahead and put it in chat.

0:00:55 So we can make sure that we address your question, have a feeling. Uhm, I know what topics are going to be talked about today.

0:01:03 I've got a nice little. Presentation based off of what's been pushed live, but I also uhm want to be able to satisfy all of your questions and concerns.

0:01:20 There were 6 people signed up and if you were on one of the other, I accidentally deleted the meeting earlier in the week and so there were a few people that had to re-sign up so I apologize for that.

0:01:35 I quickly want to go ahead and start by just being really excited that we, we being my team, updated and fixed probably the biggest headache in our entire system and that has to do with our email templates and the email templates not allowing the image size to be adjusted it's been fixed, it got pushed

0:01:57 live this morning, uhm it does require each user to do something but it's kind of easy, uhm you just have to actually load, open that template and save it.

0:02:08 Uhm but it now has the ability for you to uhm edit the images. And what I'm going to do is try to find one that, that had the issue and then show you the fix.

0:02:23 So. I believe this, like this might be an example of the old issue and hopefully as we open this template up we'll be able to see, uhm, see the correction.

0:02:40 The problem is we were fixing them all and I don't know if we actually saved any of the, the old version.

0:02:47 I do apologize for my internet. It's one of the reasons I'm off camera is my internet's really slow today for some reason.

0:02:53 Uhm, but as we scroll down, we see, We've got an image. Uhm, if we now click it and select it, you now have the ability to adjust the width of the image even in a preset template and it, it looked good.

0:03:09 Uhm, I just humbly, Sorry that this was an issue, I, I didn't actually know about it until one of our new practices upgraded and they started using this.

0:03:19 Uhm, I, the reason that is, I would imagine, and I'm kind of shocked by it, is if you were to start a new, template, the, that issue never happened.

0:03:31 Uhm, it was only with our pre-loaded templates. So, and then we went and did a search. Most practices are actually creating them from scratch, which makes us know that we probably need better templates.

0:03:43 Uhm, or that, Practices were aware of that and they just went and started creating it. But the good thing is, now moving on, anytime you were to go to a basic or premium template and you want to use it, the images are now dynamic and you can, adjust the size.

0:04:02 Something that's also really exciting and another humble experience is FXMedSupport started out sending emails from my google account and then like my gmail account and then as we grew we used HubSpot and as we've been evolving and we've created our newsletter tool and our bulk email tool, we were still

0:04:25 using HubSpot until just this very week and so we understand how difficult the transition from another email builder to ours can be, especially when we're the creators of our own and we actually just implemented it.

0:04:40 We've been sending one-off emails with our system for a long time but to actually sync our system with our current HubSpot system create a newsletter and then send it out using our our newsletter system.

0:04:53 We did that for the first time on Wednesday and we wanted to use this opportunity to go into the analytics side and just see what the analytics look like because it's the first time that we've ever done a newsletter.

0:05:09 So inside the bulk email system, I'm going to go to analytics and log and you can see that if we scroll down, right here is the newsletter we sent.

0:05:22 Another thing, I don't like that this is showing UTC time. I believe we should be converting this to your local time or your practices set time.

0:05:33 So sometimes we get into what is better to show the user's actual time or the system's times because a lot of us don't work in the same time zone that our servos set to.

0:05:44 But I definitely don't like UTC. But so we scheduled this for 11 a.m. And that happens to be 1700. We sent it to 590 email addresses.

0:05:56 When we actually decided to process the emails and send them out to the email system, we only sent 582. Now that could be for many reasons.

0:06:05 Maybe one of them was already a do not subscribe and so we don't send it to the system. Maybe one of them wasn't, maybe they weren't correct emails.

0:06:17 So there's a few reasons on why on a 590 email account we only sent 582. And then of the 582, we skipped two, most likely because we found a duplicate right at the last moment, or there was another conditional issue.

0:06:35 And they're not issues, these are just general logs, but we're now gonna go to the analytics side right here. I'm gonna click that button.

0:06:41 And what this can show you is, of the 584 that the system actually sent out 51% of the recipients opened the email, which in, which in newsletter world is phenomenal.

0:06:58 It tells me two things. One, you as our community definitely want to hear from us. It also tells me that we aren't talking to you enough, because it's never supposed to be that high.

0:07:10 This is like somebody saying, give me your information, I've been waiting for it. And so that really tells us that we need to communicate more often with our community and at a higher level.

0:07:22 And so we just want to get to the details. So 85% of them got to a successful inbox. That can be for many reasons.

0:07:32 Maybe we weren't saved as a recipient that we can actually go to their inbox. We had 56 true hard bounces, which somebody's actually said, you know, this email doesn't exist.

0:07:44 Or we don't want to hear from you, or we don't take uhm you can set different filters on your on your emails.

0:07:50 Maybe they don't take marketing uhm marketing information. Uhm and so yeah. This is the analytics for the newsletter that we sent out.

0:07:59 Oh and there's 6.67 uhm click rate. Uhm we will start showing more dynamic information, what link was clicked, who clicked it, who opened it.

0:08:13 Now, especially now that we're going to be using this system. It will be updated and so that we all have the information we're looking for.

0:08:22 Uhm, I'm going to now, is there any questions yet? Nope, no questions yet. I now I'm going to jump into what I think are just some of.

0:08:32 The really big updates. They're going to be inside of our Portal Automator system. So one, we're really trying to improve the overall look.

0:08:43 Those of you that have been with us for a long time, we know that our system was originally built to have kind of like the Serbo square box look.

0:08:52 Everything we built has like square boxes and it looks like the Serbo square box. I think when we built it originally it made sense, but I think needing to evolve.

0:09:04 To have a more dynamic user experience is kind of where we're going to start heading. Which is why when we go into the Automator, it has that type of look.

0:09:13 But real quickly, now that we have the Automator open, what I'm going to do is go into our legacy automation system.

0:09:20 And so this is the, the system, our legacy system, and for those practices that have been using this for a long time and there are some practices that have thousands, or sorry, hundreds of automations, thousands of triggers of those automations, and it's not gonna necessarily be so easy to just go and

0:09:41 take an automation that was already created in the legacy system and have to go build, rebuild them all. And so we built you a convert button.

0:09:50 We are working on bulk convert so you can multi-select. But right now we're just doing single convert. And so what we do is you would go to the automation that you want to create inside the new visual system and you simply click the convert button.

0:10:07 It's gonna ask you if you sure you want to do this and today we're going to say yes and we're going to say yes let's convert it.

0:10:14 It's going to let you know that automation number 1287 became automation 2414. So when we go into our visual automation system we should be looking for automation 2414.

0:10:27 It's right here and it will also let you know that it was converted from legacy and it will give you the legacy number.

0:10:35 If that legacy automation was turned on it will still be on. So it doesn't turn off because you notice that this one gets created turned off.

0:10:49 So we had to choose and we just figured because your patients are currently in a flow and that legacy automation is the one that is currently doing the work.

0:10:59 We're gonna leave that on to allow you to just come in. We advise you to rename it because because you don't need that it was converted anymore unless you want to.

0:11:20 You can put a description and so today we're gonna put a description. I'll eventually be pulling pulling this this back but for today's we're gonna add a description and say Friday and I'm just saying to template because I'm going to show you how to push it to the template system.

0:11:48 You can create a tag. Let's say this was a patient create or uhm a uhm. A new patient. A new patient.

0:12:02 Create. So you get to pick the category and so because we will be pulling this one back we'll just put it in new patients and we'll hit save.

0:12:17 Because our automation has all fields inside of it, you can now come over and post to community and when you post to community it's going to tell you it was a success, and we can go right here.

0:12:48 Now, when you're the owner of your template, you can come and edit, and delete, so today we'll delete, uhm, when you are not the owner, you can open it, and just evaluate it, and then uhm download.

0:13:14 Another really exciting event that happened is, and I don't know why this didn't happen sooner, but we got reached out to by a lot of practices since the beginning of the year and they just, all of them said, Kevin, we love Wednesday Connection except we can never make it because we see patients during

0:13:33 Wednesdays. Uhm, and then I kinda just. Thought about over the years of being connected to practices and I don't think there's a single medical practice that isn't seeing patients on Wednesday at 10am.

0:13:44 Uhm, so we're not cancelling it because it works really well for some. But what we're doing now is introducing the Thursday connection, uhm, later in the afternoon, so Thursday at 1 o'clock.

0:14:00 A lot of practices do not have patient appointments at Thursday at 1 o'clock, unless you're a very, very busy practice.

0:14:08 Or maybe a, a DPC, or something like that, uhm, just, it's not a very common appointment time schedule. And then obviously our Friday connection, uhm, and I think the Friday connection might actually get longer, depending.

0:14:24 As we grow. Uhm, I do see there's a question that has to do with, with an automation. Uhm, what is your automation?

0:14:40 Hey, Kevin. Uhm, so I have built the automation. Let me pull it up. Uhm, basically when we create a lab order, specifically, uhm, and we have all of our lab orders, like the panel specifically named.

0:15:03 Uhm, oh you know what, no, that's the one that you did. Hold on. I made another one. Angie, we'll practice you again from, I'm so sorry.

0:15:18 No, you're fine. Uhm, sync. S-Y-N-C. Can you see my, uhm, Nope, but my system allows me, so if you can see my screen, my system allows me to jump into any one of our applications without me having to look at your, because we built this because a lot of times practices want our help, but yet I, I don't

0:15:42 want to see all the patient data, and like in this example, we don't need to see, you know your, so yes, so uhm I'm going to go to, ooh you don't need both, let me turn, I'll turn your basic off, but yeah, okay, so in your automator system, which number are we going to be talking about?

0:15:56 Uhm, well, let's start with 2348. Alright, which is currently turned on, and let's see what we're doing. So I would say definitely now that we give you the ability to add a description, uhm, and but let me see.

0:16:13 So what we're thinking about is. When a patient order is created. Okay, so that's not going to be true, so they both can't be data-neutral.

0:16:33 Okay. Because, data name is a specific, specific, uhm, like are these, let me ask, let me go real quick, are these two different lab orders?

0:16:45 Like you were trying to say, if it's this one or this one? Yes. Okay, awesome. We can't do this yet.

0:16:51 We're working to this, so this would actually be two separate automations, and that's the reason it's failing, because it's saying, whenever you create an order that contains this and this, and well that's never going to happen.

0:17:03 So, if. You give me. It's an or. Correct. Okay. So, I'm going to go like this. I'm going to copy this.

0:17:08 I'm going to hit delete. I'm going to update. I'm going to save. This is the one we just played with.

0:17:16 I'm going to now hit copy. I guess I didn't need to. I'm going to copy it because we already had it.

0:17:22 Uhm, but if we. I don't know. If I gave you an extra character. Okay, so now we're going to update this.

0:17:40 We're going to go here. And the reason I'm doing this one, oh wait. It shouldn't have clone acted. Did I edit the wrong one?

0:17:56 I'm going to have to look at that. We should not be doing that. We should definitely not be doing that.

0:18:03 That's a bug. If we clone. It should be in a state. And the status is off until you've saved it and said, I want to turn on.

0:18:11 So we'll fix that. Let me go back into. Well, no, I did. I did do that. No, no. You turned on this one.

0:18:18 Oh, and so what I did is because you know what? Let me let me slow down the I think. I didn't have coffee all week because I didn't have coffee and I went to the store and bought coffee yesterday.

0:18:29 I've had like a pot already. So I think I'm going fast. Let me slow down and explain exactly why it failed.

0:18:35 Correct it for you in all of the areas and then show you or pray. That it could work. So I'm going to go into your patient order and Initially it failed because you had two filters here, and you're exactly correct We don't have the or here yet.

0:18:52 We're working on that. We only have the and so this is just And a filter and so you had two and our system is going to say perfect whenever a lab order is Created with these two names, and well that's not going to happen, so we removed that second one and We updated your trigger, so it was only one.

0:19:11 I'm now going to update the name So that you can know Which automation this is for what lab order? And maybe just we add it in the description because we want to add a description Okay, and so now we'll save changes So now we should be able to see two automations where you had one last time and We're

0:19:37 now not going to go play in your active one We're gonna go play in your in your inactive one and then any changes we do here.

0:19:43 We'll go back and do here Uhm, just like I said, even though it's not working, uhm, there's a chance we just solved it And if we did, let's not be inside of it because it could start working So we're gonna scroll up And, Wait, Female, female.

0:20:02 Yeah, I'm wrong Let's, I copied the wrong thing Cause you have, you should have female and male, right? Yeah, I think you, I think female was gonna stay and we were maybe gonna create a new one for male I think maybe that's what you intended to do Oh, okay, so is the only difference the word male.

0:20:20 Yeah, yeah. Is it capitalized? I think it is all capitalized in the system, yeah. Okay, so I see why we had two females, so let's go ahead and create a and create and correct this.

0:20:34 So does it have, is it case sensitive? It's not, but since I, I'm, I'm super, I'm not OCD, but I'm so dyslexic that if things don't look the same, then they make, they break my brain even more and since you had it all.

0:20:48 All caps in the system, we just kept it all caps okay. So let's jump in and see what's gonna happen if we have a lab order for the male.

0:20:59 So we're gonna come in here and say, when our data name and for the document, and have you confirmed that when you create the lab order, the data name is this?

0:21:14 I can, yes, I can, but hold on, I'll go back and double check. Let's see. I mean, it doesn't look like something you created on your own, I'm just, like, it looks perfect to me.

0:21:30 Yeah, but I just want to make sure that it is exactly right, because I don't want that to be a hang-up.

0:21:47 I feel so bad I accidentally deleted that, the appointment, and wasn't paying attention, and Google. I wonder if that's why a bunch of people aren't here.

0:21:58 So it is, Initial, it is a little different. It's Initial Male Wellness Profile. Is that what we have? That's exactly what you have.

0:22:17 And then CPL. And then CPL, yeah, okay. But it actually says the CPL in the data name file? It does.

0:22:25 Okay, perfect. Awesome. Okay, so what we're saying is when a lab order is created with this name and if it's this exact name, why aren't we using equal to?

0:22:38 Is there something else? Is there a date? Is there something else in there? I don't know. I just thought that was sort of a fail safe.

0:22:45 It's kind of a fail safe. I mean, yeah. Just if you were to create, Actually, no. I mean, let's not confuse this.

0:22:54 So, we'll go look at it and we'll confirm. We'll confirm in a second as well. So, when lab borders with this created, let's go look at our cron field.

0:23:02 This just says, would we wait any time? No. So, we're saying right when this is created, we're going to wait five minutes.

0:23:13 And then we're going to send an email. After that, you're saying, does the patient match the following condition? And the condition you're trying to say is, Okay, I don't remember the word sink being in that.

0:23:41 And this is, we're in the mail right now. So now does the lab order contain the word sink? It's still gonna work because we're saying, just cause we added one word, as long as this is still correct, it still contains it.

0:24:00 But, did the word sink appear somehow? I'm checking. And I can, I can check as well, as to this, and this, and this.

0:24:16 I'm the FX man, you name it. You want something from the good five last month? You can't look back and see what I got last time.

0:24:25 Huh? You can't look back and see what I got last time. Yeah. You can't? Yeah, you got it. Yeah, just put me something I can't remember.

0:24:35 Did you just create a lab order? Recently? Me? No, I did not. So it does not have, you know, I think it comes across in two different ways.

0:24:48 Let me let me check. So where should I be looking? Because I'll tell you what happens. So when I go to open orders.

0:25:04 So when to create the order. Okay? It is just uhm initial female wellness profile. It comes back as sink initial female wellness profile. Okay. So would, where do you think it's gonna pull from? Well but. Or the order returned. And it all honestly doesn't matter because our automations built off of when

0:25:08 the order is created. Okay. So but what I'm I just I'm quickly gonna take a look at what's happening just so I can have a. So created. Thank you. There's no scene. Perfect. Okay. So what we're saying is we're doing a condition and we're saying wait five minutes and so first we're gonna save this. So

0:25:58 we're saying send email and now now. Right after we send this email we have a condition. And so I would change this. Okay. Because something happened immediately. We waited 5 minutes, sent an email, and now we're going to go check a patient. And then we're going to wait 14 days. If you're waiting. What's

0:26:10 that? Go ahead. I was going to say if you put the 14 days here, then you get give your venue, allow yourself the 14 days for your patient to do whatever they you need them to do and most likely you'll have a higher success of what you want happening and so and that's as simple as just coming here and

0:25:24 are you okay with me doing this? Yep. Okay. Thanks for watching! So now we add 14 days. Come here and we can remove. We're gonna hold. I'm not so sick, I'm not so confident. Got deleting one node's not gonna delete them all right now. So. I know I wait for zero days works. Umm so we'll test this in a

0:25:33 second just to make sure I can delete it. But I don't wanna. Okay. Once we build a clone and I make sure I won't break your system. But I wanna go back in here cuz I'm not. Not certain, certain that this is what you want. Because you're saying that we add this lab order, send an email, wait some time,

0:27:37 and now go look at the patient and go look in their open orders and do they have an open order that has this? So that's our first thing. So basically that's us saying, let's go here and saying do they have that lab order?

0:25:39 YEAH. Okay. And at the same exact time make sure that they have no open orders. They're in contradiction of each other. Thanks for it. See what I'm saying? Yes. Here's what I was trying to do. I was trying what I'm trying to do is if the patient has not gone for their lab then I want to send a reminder

0:26:07 email, hey go get your lab done. That's what I'm trying to accomplish. Okay, so we're gonna back out and so right here it should be wait 14 days, go look at your patient. Do they still have this initial lab order? If yes, let's talk to them. If no, then we should, we shouldn't talk to them cause they

0:25:56 were, they were good boys and girls. So, I think this is actually gonna be do they have this lab order? Order. If yes. what's the difference why was the difference between send e-mail one and send e-mail two? are you have any pediatrics in your practice? not really no okay so it doesn't really affect

0:26:51 you but for those that have pediatrics in their practice and there's a chance that any of those We'll you next We'll you next We'll see you pediatrics have parents that are no longer married we give you the option to send the e-mails address to something that servo explicitly said that they will not

0:26:07 do and to me that was crazy that's why we did it like the day that they said they wouldn't do it Thanks for we added it to our system because I grew up with a divorce household like and the silly fights that happened because of silly information and so if you can just simply say add mom's e-mail or add

0:26:28 dad's e-mail and then add the other one here and send to both of them well then now everybody's happy so that's what e-mail addressed to us great question and so right here is is now so when I I remove the do they have any open orders because right now you where I'm I'm not convinced that I care if they

0:26:37 have any other open orders all I care about is do they have this order and if the answer is yes then let's send an e-mail if no then I think you want to do something different which is probably still talk to them but it's going to be talking to them different it's now saying so we you know you've done

0:26:40 your laughs and I think that's what I put in if will you click on e-mail too I think that's kind of the verbiage up no it's not a bit I'm sorry so but this is Thank you for watching! copy and copy but that's what you'd want here alright so we'll do friendly reminder and if you all do not know what I'm

0:26:54 doing right now you you should find out how to copy and paste to your clipboard so that you can do multi copy copy and paste it is the most life changing thing you'll ever do if you are one that uses copy and paste because you don't have to go back and forth over and over I'm confused as oh probably

0:27:13 my clipboard holds it in a different style so let me just take away all these huge major spaces and so now How are you? We're creating that path of the the note patient but your yes is probably going to be oh my gosh we see that you did your labs umm we're so excited to umm and talk about this in a second

0:28:51 because this okay i wondered huh Thanks for watching! we're gonna make it big so i can't miss it okay umm come back okay so we now have our patience still has these labs bad patient and now this is the patient doesn't have it so good patient so if it is a bad patient what should we do so you say send

0:30:03 email now i imagine this is being triggered well Well in advance of what you would expect for them to be successful with their next upcoming appointment yes yes okay so is it here was the trick so one part of the lab takes about 10 to 14 days to get back to us oh so perfect so if they haven't done it

0:27:22 here yeah I didn't want to ping before 14 days because you know it could be that we're just still waiting on the labs to come back perfect Thanks for watching! you know it makes that make sense so now we come here and what should we do we should go wait 14 days go look at patient order contains Thanks

0:29:59 watching! okay okay and this is our initial mail add action if yes and no so one of the thing that we're working on right now is the ability to do a multi Nice. black copy paste so that's coming and then the ability to actually so these are called nodes the ability to come in and break a node apart and

0:29:01 click and drag and bring a node to a separate part umm. Thanks for those that you don't know the ultimate goal for us is so that you can actually like have one major automation and you can just click it you can see everything that happens in your practice umm and so right now it's just you know you'd

0:32:47 have to create email KATHRYN KATHRYN KATHRYN so if patient still has it you'd probably send another version of you know of this but if they also don't have it you're now going to be sending that you know congratulations email as well umm do you want me to keep breaking this down and and work it more

0:30:53 any questions? Umm, why did we go send, why did we go external email? Umm, because I don't know I was like well first of all I didn't really know what an external email was but I was like well maybe if the internal email is not working should we try a different mechanism? I love the logic, I love it.

0:27:50 Give hug. Me 30 seconds to run down stairs and grab a drink of water. I absolutely love your logic now. If one doesn't work, the other must. Okay. Thank you so much for letting me do that.

0:27:52 So first, let's talk about what Sand external email is and then we'll go in and delete it. Okay. The idea being practices that do a lot of referring. Umm. If they use the admin manage alternate plans and they set up, like this is why we built it.

0:28:21 I'll see other practices use it for different reasons. But if you have the referral and then inside that user you have have like all their information, you could say, when a like if I'm inside this encounter of looks like I've had a I recently had this talk. If you're inside this encounter and you want

0:28:29 to say, oh I want to refer this patient to Kevin. You you can just simply add the referral. Our auto a lot of system. Our automated system can say, oh this encounter just happened or this happened and the referral tag was added. And because that referral tag was added we now can package certain information

0:36:10 up from servo and send it to an external email and so you would post Kevin's email address inside the external email because whenever we do send email to email one or email two these are associated to the patient but now send external emails here here's how we'd create the message for the person that

0:32:59 we are referring to and then we would so we would put the email address that we're actually gonna send it to Kevin so for Thanks watching! Or practices that want to do fast referrals or package some information real quick and send it to another email address another really good example for this umm some

0:28:46 lab companies are not umm bidirectional or We'll see We'll see you We'll see you Single-direction connected to servo but you can build it so when lab orders created for certain lab package information up and send it to your rep at that lab company because your reps make money every lab that you purchase

0:35:50 from their company Thank joining me. And so rather than having your staff stop what they're doing because they have other important things you could call your rep and say hey we use your lab a lot it's not efficient have how you use it we're gonna start sending you our lab orders I need you to enter

0:29:04 them into the system every lab Thanks for our rep will say yes because they make money off of you ordering it and if not you say maybe I have a new lab rep so that's super high power way that you can get it so your staff doesn't need to log into their portal umm and so that's so it was built for it was

0:34:40 built for the referral for all. Well reason and then during covid when every lab company in the world was making you log into their portal we really started leveraging this because no that's what it's like your supplement rep like that's what these people get paid for and so let's make them work . .

0:29:16 for you rather than your your office have to leave so that's what the external email was for let's jump back into yours and we can solve it really quickly just by copying Thank you for watching! copying now actually doesn't matter because this path no longer exists right how far down do we go? oh okay

0:29:46 so let's come here if they still have it we'll give them the email we want to give them not the and is this the same email or is this a different email than we had just sent the same one because it has so much pertinent formation in regards to the lab like they have to stop things and if they're doing

0:29:56 hormones they you know so I wanted them to still have that information Thanks for okay we're gonna we're gonna we're gonna do something you're gonna love one second to just format this correctly and then we're gonna make it so that you don't ever have to do it again Yeah. because this to me is way too

0:30:12 much work and so we have to make this even more efficient too so first we're gonna save this add the action Thanks for watching! I'm gonna go ahead and quickly hit save actually hold on I want to grab how it's formatted here I'm a big fan of how it's formatted I like it I'm now I'm gonna I'm gonna hit

0:30:17 save we're gonna leave this entire system it's clear to me that you probably write that email a few times so we're gonna go find our procedure notification system this allows you to create umm and you can do this in the bulk email as well but procedure notification sometimes is easier Thank you for watching!

0:30:18 Umm but actually no let's do it in the bulk first so we're gonna create a new template and let's just add some text Thanks for watching! and let's paste and that definitely did not hold structure at all oh my gosh that didn't do what I wanted okay You we're not going to format it now I will come back

0:30:25 and format I think I'm back and yeah yeah but what I what I want to do is first give you this come here and Mm-hmm-hmm-hmm-hmm-hmm-hmm. Where is my ability to- where do I say that? I'm really confused. Okay. I think we just found another bug. I don't think this email settings was just there. So the the

0:37:34 subtitle is the internal title for your clinic. Okay. Okay. And we will be renaming this and this is email subject. So now we have... let's give it to date everywhere so that when we go show You in case there's others we're not confused. Okay, so we'll save this. Okay, now let's go to our automator.

0:30:42 Wrong. It's the same one so it doesn't matter. And I believe we were playing with the mail. You as we zoom in we could come here and say we want to send to a email and use a template. Okay, so. Thanks watching! Umm and so and then where I was going with procedure notifications so procedure notifications

0:30:45 the same thing except maybe it's a sequence maybe it's send this email and then there are just other procedures rather than straight automations. Thanks. Umm and and you'd be able to do the same thing you could come here and do our umm. You Where's my procedure notification? I think we found another

0:37:56 bug. Alright we gotta add it. Alright so no so right Now the email and the template would be the best. Obviously I need to bring in procedure notification umm. But that would be a that would be a way that you don't have to continually create an email. You know that you have a template created and you

0:31:04 can just add the template to your automation. Thank you for watching. Okay, yeah. Any other questions on on this type of setup? Umm. What I'd like to do is if possible if we go back is there a way that you can add? Well let's let's quickly let's see if we were to trigger this in real time would we be

0:34:31 able to tell that something happened in real time? Yeah. Is there a way that you could go add this lab order to Oliver Apagata who is in your umm. He's in your your practice. It's our test patient. And with this would let us do is since we actually didn't build the condition to say when female is added

0:36:58 to a check patient make sure they're female we didn't build that. So if you were to go add this lab order to that Oliver we'd simply We'll back. Wait five minutes and if he gets the email then we know that it's kind of it's kind of successful but we know that this isn't built correctly and we have to

0:39:43 edit that Oliver. Oh my god. Got it I'm gonna add a male, correct? Male wellness. You're gonna add a male cause males turned off and only the first part of females is gonna work. Got it You You're there Sorry my dog's chasing birds Cheers! Okay man, one's up. Alright, there you go. Umm. I'm. Alright,

0:31:21 so we're just gonna wait for that to just to make sure that we got the the condition right. We still know that this is not accurate so we're gonna have to come in here and we go like this. Can we say? How do we say- Thanks for watching! Hey, I'm just trying to think without building an entire new workflow.

0:31:32 Is there a way that we can make it so that it's- Oh. Just do this. Go look at patient, go check open orders that they do not contain this. If it does not contain this, that means that they would have done it. So technically, Technically. I think that's what I was trying to do. Now I don't know if it's

0:35:27 actually gonna work, but because it does not contain. I don't know, we'll find out. Umm, but it allows us to not have to change the path to the other side. Umm. Okay, so I have that, that lab order in. . And you added it to me? I did. And so we could actually come right here. Oh, was I smart? Did I hit

0:42:20 save? Believe it or not, I often don't hit save. We'll see Nope. The save button's important. Okay, so we hit the save. We can now go to our servo community and we can go look for that lab order created one minute ago. And we can come to the event log. Nothing's happened yet, but we also know it shouldn't

0:31:45 happen. We told it to wait a few minutes. So we'll just come back in here in a few minutes. I'm also staring at my email. And so this is for those that you . that don't know you can come and just check your events to see the automations that are triggering. Something that we're working on and it's probably

0:35:32 gonna be about six months if not more is we are working on two things one the ability for you to put your mouse here and see like the maybe not the email content that might be a lot but for conditions be able to see the conditions um. Thanks for and then also be able to somehow identify what patients

0:37:17 are where and it's a huge project but if you can see like that you had like these 30 patients are here and you know then the next day like that. Like 26 are here because now you've got few here. You have a visual representation of actually where every patient is and that to me would be the the holy grail.

0:32:33 So that's what we're working on. let's go back. back. back and check your your logs. So we still don't have anything but if we go to servo community and we go check the. Yeah. The event. We're still only three minutes away. So. Yeah. Any random questions or anything as we are umm. Thanks watching! Waiting

0:32:33 on the- the few minutes I don't want to just seem like we're just waiting but we kinda are. I can't think of any. Please add... Sorry, I'm doing something DEV MELAMENT on the other computer. Okay... Umm, mind me later... Confirm access. Access granted. Hit refresh. Sorry about that. Hahaha. I was trying

0:40:01 to actually go sl- I was helping somebody cause I was hoping I could go slow enough to wear this with all of a sudden. Um, I think- I think we need to add the seconds. I think we need to add the seconds. That way we can all sit there and watch the pot boil. Um. Come on. There we go. Okay. So at five

0:36:19 minutes exactly the automation should start. Doesn't mean the automation is finished, right? So the first thing is- It's gonna take about a second and a half to go look at what it's supposed to do. And then it should go do something. So now we should be able to go to the event log. And if that first

0:42:08 part triggered correctly we should see something. Ooh. . . The thing is it did do it. But here's the big trick. And I don't know the correct answer. Oh no. I do know the correct answer. No this worked. Okay. And we can see. So. So. What I was confused about. So we- let's just be happy real quick. We

0:40:39 know it works. Where I got broken in my brain for a quick second is. I wasn't sure if. When you could. Thanks for watching! We created the order if umm. I know we were down here. No no yeah so it's perfect. So this first part is gonna work perfect so it'll work perfect for the males. Umm I'm sorry I

0:32:46 was thinking about our condition down here. So moving forward. Any new order. Thanks for that's created for your female and created for your male. This top part is gonna execute perfect. This I was worried about because we want to get rid of the sink because sink's not how can it be there. And I honestly

0:32:56 what I would do is I probably run just run it in parallel meaning like... because it should work. That should mean that if there is any labs but none of them contain this then do this.

0:33:03 Like that's how it should work. So I think your logic's good so this is actually should work. The only problem I see with this is at least in this automation you're never engaging Thank you for watching. And the person that did it correctly. Yeah, and I think I think we should just thank you for going,

0:33:07 have your labs done, are your lab work done. We will be in touch to Thank you. Yeah, I did plan doing that. Okay, so we're gonna try something and if it breaks it, we know we have your mail and we can solve it. But I don't know if I remove this node. If it's gonna delete just the node or everything underneath

0:51:58 it. But I think it's okay, right? Because I was thinking of it wrong. Correct. So I think if it deletes it, I think we can just delete it. Oh, it just deleted the single. Oh my gosh, I'm so happy. Okay, I gotcha. Oh, so perfect. Um, yeah, no, I mean probably don't need the double wait 14 days anymore.

0:33:21 Perfect. So yeah, so if I was, let me save this for quick and then just give you some a higher level version to think about this. Okay. So right now we're, you're building an automation purely to just Thanks for watching!

0:33:34 Go look at a patient and uhm see if they have something and if so connect with it. So we want to build this condition over and over because every four 14 days you should umm look at the patient and if they still have it then umm then do that which is one reason why I want the copy you know copy paste

0:34:11 copy paste cause then it makes your life. Can you click and see what that condition is again I want to make sure it makes sense to me. It's an open order does not contain. It does not contain. So that's the person who's done what they were supposed to. So this is the a positive chip. Correct. Now remember

0:34:18 the mail? The mail we did the other version. The mail was contains and so that's why we had to switch tracks. Okay. But now I figured out no you thought your you know my system is actually better than me. Okay. and so we would say well if they have an order that doesn't contain this then they're good.

0:34:37 Right. and so. But then all of this communication is off All right, we'll of them not doing it. If it does not, so our condition is if it does not, if any orders contain then you want to trigger the email.

0:34:40 If it does not contain Thank you for then we're done. And they get the nice email. So that should be a short. No it's the double negative breaking my brain. So if we have an order and it contains this, do something. If not, don't. Yeah. So does not makes them not complete. No. So does not makes this

0:34:53 makes them compliant. Yes. Yes. So sorry. So because they're compliant. But it. It. Yeah the double negative is messing me up as well. So if it does contain the order then the yes path is the one that needs to keep getting emails. house. For this case yes. If we were to come here. Right. Yeah that's

0:35:00 probably easier because then that makes the no path the one that needs to keep getting emails which is what we have. Bye-bye. Already in place. Okay cause this is now contained. Yes. Yeah isn't it crazy just one word and all of a sudden it makes perfect sense. Yeah so if they have this lab order umm

0:53:17 if it contains it. No cause this still if it contains it if these should still be on the yes side. Right go back to but I think you did. Okay so if it contains it then. That means they still have it should be on the on the left because you're saying does this patient have a lab order with this name and

0:35:11 if they do that means it happens correct the way that it's structured now is not correct it needs to be flipped correct edit that I just make it up gosh I really want the click and drag I'll be so simple So, you're good. So, I, yeah I would move these to the yes so do they have this yes and then the

0:35:43 next part though is and make sure that you talk to your patient that does do it we also want to acknowledge was one other thing probably you want to say in here if you've done this and you haven't and we haven't received the results disregard in some way have an ability for when these results come in

0:35:55 kill the automation so that was yeah so if that was one thing that we were wondering and we think it happens this way Bye. So you put the lab so the lab goes into open orders when that lab comes back to us when it gets imported back into servo from the laboratory huh it gets on a automatically pulled

0:36:08 out of open orders you're technically gonna do a new document created because it you see the open orders go away Bye! Right? You see these go away but whether they, whether they came in by fax by regular fax or an imported lab result fax you got that data set because somebody sent you something and when

0:36:13 you receive it, Serbo created a document. So most likely what you're going to create is when the document that has male c- male hormone CPL add tag kill automation. Pardon that being such a horrible word and then your automation is when this tags ever added you would then build the condition that if

0:51:07 the if the kills there it just stops it. That's it. Can we work on that? Are you asking me right now? Yeah. Could you repeat this? So when a document comes into servo so I'm going to quickly leave your system and just go to mine? Because it's the same theory when we use our system for trigger servo question

0:57:18 errors and forms and And, uh... pulling question errors back and forth. And this is actually in a template. Look at it in a template. Form, submit, remove, tag. You would do the opposite. You're gonna say, form, submit. Yeah. I mean, somebody submitted a form, or it wouldn't be form, submit. You'd be

0:36:22 document received. That document received is gonna be it, your system's gonna create the document. And you would have it named just instead of this.

0:36:25 It would be mail, hormone, initial, I know in my dyslexics, throwing some of these words around, um, cpl. And so you'd say when this, when this document's created, and it contains this name, well we know that that's this patient receiving the labs in the system through the patient portal queue. And so

0:36:35 that, that, that little bit where we said if you've done the labs and we just haven't gotten the results back, well now we're getting the results back. It's, you know, here we go, we saved that file, saved this document. It's, whether it's in the imported lab results or the facts. When you save this,

0:49:28 it's, you know, the document being created. And this is gonna be the constant, it's always gonna be named the same as long as you have your system set up correctly or part of it should be the same. The, the date's gonna be different and that's why we use the contain part. And so when you receive the

0:36:47 labs and it is initial mail hormone and the files what we're going to do. We're going to to see We're to see We're see created right here you would then add tag which would probably be the you know you'd add the tag umm initial mail hormone automation stop so you'd add you'd have a tag here that you

0:37:13 add that that would do that and then when we jump back into your system Yum. When you go wait and look at your patient. A condition you're gonna do is do they have that open order and you know so that's one condition or you have the other condition block but we'll just do it in one and that would be

0:43:29 tags and it would now be not assigned and you would have the not assigned kill tag We'll you next We'll you next We'll you next week. Thanks for And so you technically would have two you'd have two conditions or you can you can depending on how good your system is you now no longer need to even look

0:37:41 for those open orders because you know that and actually I'd probably do it this way so if you know that when your document when those labs come in and you have and so if that lab comes in and it gets saved as a document you add the tag that's called mail hormone initial automation stop Stop. you no

0:37:59 longer need to even look at this anymore all you have to do is say does the patient have the tag that would stop the automation or not okay how so how would we tell me show me how you would design that kill tag You do me a favor right now in your system go and create a new tag called initial female wellness

0:51:13 kill automation maybe stop automation might be a more like appropriate word in a medical practice but kill's pretty pretty definite so initial female wellness handle stop time which thing stop automation stop automation and for those others that are here if you have questions please ask them I don't

0:46:31 want this to just feel like a one track but I imagine we're all learning but if there are other questions you have please go ahead and either send them to me privately or in the group so we can make sure that your questions are addressed umm. And then let me know when you've added that tag. Yeah. Cause

0:38:07 what I'm gonna do is our system naturally syncs with your practice a few times a day but when you create that tag I'm actually gonna press a button that says go get me all your new information. It's done. So I'm gonna click refresh. Give me my data and say now I'm gonna go into your automata. Initial

0:38:10 of female. right now. So we'll actually build this how it should be. So this is gonna say. Send this email. now. I need to get a tag unless they do this. Okay. Okay. Did I do it correctly? Does not have this tag. If they have the tag. Perfect. Okay. So we know. Okay. Are they gonna get assigned the tag?

0:38:13 Thanks watching! Umm, do me a favor? Okay. Umm, go into... Ooh. So we want to make, how did, look, when those last Thanks watching! The labs come in, what is your practice name, name the labs? The will they come back in as, that's where the sink comes in front of it, let's see. Oh perfect, so let me

0:38:17 do this so clear. Like I don't really even have to ask you, serve our community, doc u m e document, how do I make great? Spelling it correctly? No, it's not. Do I not know how to spell a document? Oh yeah, okay. Oh man! you I'm in the middle of something. I think it makes it really quick. Thank you.

0:38:23 So if you could go into Oliver and, We just need a document created with the, Or if you could tell me what patient it had. I don't want to go into these cause I don't like to There's a good chance that this is going to show patient data. Um. Well it's my account so I don't care. So let me do this in

0:47:59 mine and it'll be the same exact way and that way we don't have to risk risk you know the error. And so... So inside your patient just simply if you if you know the name of the lab you just don't have any in your system. Cause if you have any in your system it's the easiest would be click on this and

1:05:56 then name the file. Um. Kinda like this here we'll do this. You go like this assign it to your patient which is probably going to be you or a test patient. And right here name for document if we were to add umm. And then the date that we took our labs even though that's not correct. And then we do labs.

0:38:39 So see I'm actually we're great. Okay you lost me. Can we start it over? Okay so right now this is either your labs are either going to come in through your received faxes or imported labs. Thanks for when you click on these buttons. Okay so when you click on this it actually opens up this.

0:39:08 Now servo default is this string will be a name of every single lab inside the system unless you told them to have a better naming which would just be the name of the lab. How does yours come in? Okay so when I click on the lab it comes all that stuff comes on the side and it's it's titled sync with

1:08:38 an L for life. life. If I guess sync L initial hormone, female profile, document type labs, no folder selected results, normal no follow up task and then notification not needed. Okay so perfect. You just you remember member that title. All you have to do is remember that title. We just know that I'm

0:39:13 using this title but yours is a different title and so we don't really care about folders or anything else we're gonna assign to this patient because all we really care about. Thanks for is our system created a new document and now we're gonna say when the document is created and it has this name so

0:39:19 right here we'll go to servo community let's find out if my team actually did what I asked them to do that's right here 19 seconds ago I created the document let's go inside of it yes yours is gonna say the sync L blah blah blah right your title this is the one I want to create an automation on I'm gonna

1:01:01 come here please Sweet. It did not do so they haven't pushed they haven't pushed my new system so we're gonna create a new automation it should open up here and it'll probably just be on Monday for you and so what are we doing document create? Create. When that document has the title umm and is it name?

0:47:56 Okay perfect. Now this is probably where you got that sync and you just copied it from a different place and we don't want it to be equal because we want it to get rid of that date and now we want it to be contained. We hit add trigger. Matter of fact why don't I just do this and go like this. S-Y-N-C

0:58:14 document create uhm your title. This is going to remember you that you got to come in and edit it for the T-I-T-L-E. Okay. Your title. Add. Thanks watching! Kill it. Stop. Stop that. Okay. Kevin do you have to remove the date when you use contains? Yes. Yes. Okay. So what contains means is umm where

0:47:06 is a notepad that I can pull up. Okay. You Okay. So what contains means is inside this entire sh- string this exact identical thing is in here somewhere. If we had exact it would mean that this exact thing would be equal. And that's not- so what Thanks watching! What saying is if we ever say that the

0:40:15 contain- the contain needs to be perfect. And so if you had the date, well the date's gonna change and now it no longer contains the exact string. So that's why we pull out the date. Because this needs to be identical I'm Michael. Even though there could be masses of more information in there, this needs

0:47:47 to show up exactly. Follow me on that? Yes, thank you. No worries, no worries. So what we have right here is sync. When your document creates and it's got that lab order title, we are going to do the really simple option tag and oh wait um. Umm, we'll do, we'll do a google review for right now, add action,

0:40:26 save change. Oh this is going to be so much fun. Where is the one, where is it? It's probably an unassigned. I'm gonna I'm gonna... I'm gonna go like this.

0:40:38 Nope, wrong button, wrong button. I'm gonna go ahead and copy it to sync. If this works, this is gonna be so cool. So push it to sync. I should now be able to come right here. here. Refresh my page. Go find your automation. I really need to turn off the basic one. I should come here. Tag. And your .

0:40:43 . tags actually going to be your stop. Stop automation tag. Okay. So now you still need to come in here and put in the correct title. So I'm gonna hit save and if you come in, if you come into automation umm if you come into this automation number 2430 and add the correct title and have it be contains

1:10:48 while I go and play in the... in this one. Can we do that now? Yes please. Peace. No, I'm good. Please you're a f- You Hey we're here. Right right there. Oh wait, why did it go to the yes? Alright, let me change this then. So I found a work flow I don't like, but.

0:40:45 What? Is it fair to call a class? A class class? It's a class class. I would have to go right down this way. Did I do this backwards? outwards. Okay it's not assigned. Alright. Did you add it yet? Umm, I'm doing it right now. Does it need to be female or male? We are working on the female one. Eh? And

0:47:30 we'll go through, when you say you've added the name, then we'll go, I'll open up the 2348 and we'll walk through this step by step of how I should trigger now and I think logically it'll make more sense and I actually believe it will work. I will not handle it. I have to seek it out for it. It does

1:10:24 not have CP. and you later. Okay, done. So. And here. Did you hit save? Umm. you Update, right? Update Trigger? Update Trigger then save. It's saying to. I got it. Okay. Just did. Yeah, cause I often don't hit save and then all the work. Can we do it save? Stay safe. If you hit save, you might not have

0:41:20 updated the actual title so I'm going to jump in there real quick and do that for you. Okay, perfect. So the document that comes in is going to have the name sync initial female wellness profile. Perfect. So let's come here. Thank you So now we know that when the document is created and it's called sync

0:41:24 initial life, we're going to add the stop tag. I like this so let's turn it off. We now know that moving forward, if there's ever a document that comes into your system that gets created with that name or has that name in the naming system, we are going to add the stop automation tag. Okay. We also need

0:41:27 to now acknowledge that we have a new process in our system. If I'm your patient and I just had my appointment, you're going to create that lab order. I'm going to be a really good patient. I'm going to do my labs. Those labs are going to come in and I now have that tag. Since I'm an amazing patient,

0:55:35 I come in four weeks later for my follow up. We need it so that when you create a new order, Thank for watching. We remove that tag. Because now, you know, I imagine it's, you know, the female comes in and you do the same female lab, you know, the next month and next month. Maybe not next month, but

0:42:01 you're not creating new lab order names for, you know, every follow up. Am I correct? Correct? Uh, yes, that is correct. Alright, so we're gonna go to patient, tag, and of course power just went out, and we're gonna- Oh yeah yeah, hold on one second. Get. Give me one second. Lost power, and now it's

0:42:16 coming back on. Umm. Can you see screen? Yep. Alright, so we're gonna go ahead and say we want to remove MOVE! This tag, our stop tag. We want to remove this if we ever create the order because we want our- so now are you following that right now? And if not- umm. If not say no so I can go slower. And

0:42:30 what I'm going to do actually is- oh I have you in two, perfect. Okay. We now have this automation that says whenever a document is created with that lab title. We'll see you in We'll see you You want to add the tag that says stop the automation, correct? Agreed, yep. Okay. So we now have built the system

0:42:37 that says stop, stop, stop. We have to remember that if we want to create a new lab app order and we want the automation to this to happen, we have to remember to remove that tag because down here we're gonna have a condition that says if they have this tag don't do anything, Thanks watching! But it's

0:44:46 not the tag from this time, it's actually the tag from the appointment for, they just, they had prior. Following now? No, not really. So it works like this, the steps are Bye. When you have a, when you have a, when you have a patient and you create a lab order, we want to remove a tag. If it's the very

0:42:57 first time that you're creating this lab order, there's no tag to remove. But when I do my labs, that you keep asking me to do and all these e-mails. Kevin, go to your labs. Eventually I'm going to do my labs and when those labs come in, the system's going to add the tag that would make this stop. Yes?

0:43:04 Yes. Okay, now I'm a good patient, then I come back a few months later for my follow up. You're going to create another lab order for me, right? If we don't remove the tag that stopped the automation the last time, we're never going to, it's never going to go forward because it's already, it has to stop

1:22:18 tag. But it's not the stop tag from this appointment, it's the stop tag from the last appointment, or last last. So that's why we want to go here and right away remove the tag, because we're going to start the system again. Um. Thanks for watching! And you could build it's different elsewhere, but I

0:52:13 think this is the safest. And so now we're saying when a lab board is created, remove that tag so we can start the automation. Wait five minutes, send that first email. Now we have our condition. Umm and remember I think we should have done, we should do the wait 14 days. Umm. We moved it on the mail,

0:43:18 we didn't move it on this one, so we should wait 14 days here. Thanks for watching! And now instead of saying, go look for that certain lab, do they have this tag? If yes, Yes. We know that their new labs are in. If no, we know that their new labs are not in. So we want to now delete this because we

0:43:43 just umm added that weight here. Ok, so 14 days go look, they don't have it. Send email too. So now we'd come here. And we're going to add because you said this not me. You said well if they didn't have it 14 days ago we're going to go talk to them. And on average it's 10 to 14 days if they even do it

1:22:42 right now. Right away so we know we have another 10 to 14 day delay. So now we're waiting some time. And we're going to go look at the patient again. Do they have this tag? And I had to do the not assign because of how our condition works. works. And so do they have this tag? No they are not assigned

0:43:49 this tag so they don't have this tag. That's a yes. Yes they don't have this tag. So now we're here. And so this tag, this simple tag that you built now will get added and removed. Every time that you have your delay umm. You, you're talking, you have a delay, or you actually say you analyze your patient.

0:44:04 This is, this should not be here, sorry. That's one of your old ones, right? Wait 14 days, look at patient, we don't want to wait 14 days, I guess. Okay, so my advice as, and I'll just, I'll add this in remove yours, is my advice is always wait the time, then analyze your patient, that way you're giving

0:53:26 them the time, otherwise you'd actually analyze your patient. And then based on who they were 14 days ago, you're doing something, rather than looking, waiting the, waiting the time, and then look at them in real time, and then talk to them in real time. So. So... Just make sure that we did this correctly.

0:44:11 Wait 14 days, look, send email. Wait 14 days, look, send email. Now let me tell you why this is different, because it adds a little level of confusion. Are you with me right now? Yes. Okay. So the reason that there's going to be a different flow is because for some reason when we added the new condition,

0:44:17 Thank you it automatically took your line, like this used to be a straight line of no. And when we added this new condition, for some reason it shifted the information to the yes, and that's why I had to reverse the logic. Thank you. Jick, we will build this so that we- you can choose, we'll let you

0:44:21 choose like if there's a- if there are nodes below, do you want the nodes to go to the no side or the yes side? But that's the reason why we- doesn't have the initial tag. So if they don't have it, we go here. And if they don't have it, we then go here. Yeah, so that's why it got changed. So there you

0:48:01 go. Okay. So don't think can I ask the same flow that you're doing could basically be used for anything. Um, they scheduled their first Thanks for watching. I'll time. I'll time. I'll time. Appointment and then they don't reschedule like they're told to follow up in two to four weeks. So you could use

0:44:27 the same flow. To some degree, but you would just go in and change instead of a form or a document or the labs. They're going to have an appointment. Is that right? 100% So, 100%. So what I just did and I'll do it as an example. I won't save it. We'll just add a new condition and we can come here and

0:44:31 say condition appointment. And you have all these selection you want. You can say, let me just look in in the top. Total history. Probably not what you want. You're probably saying in the future. Umm, you're saying in the future. Completely like forever and forever. Umm, or you can do like specific time

1:19:00 frames. But for this it's probably just in the future. Thank you for watching. Do you have, you know, an appointment that has the word like follow up or anything? Or it can just be any new appointment. But yes, so if you did this, it's the same exact as if it's looking to say they have to tag. 100% the

1:09:05 same. Yes. Thank you. Oh my gosh, totally. Any other questions? So, should I be able, should I be able just to copy this and just go in and make it for mail. Obviously changing basically, okay. Just the lab order names, right? So, you would, we would need to clone alone. Number 2430. Because we now have

0:44:46 to do a sync document create, sync initial mail. So we, we gotta remember we gotta double that one. And then if you were to clone this Yes. That's one. I would probably delete this one first or add some notation that like it's an old test one or you know Kevin built.

0:44:59 Just so you know if you have two they're so like name a light you just get so lost. But you're exactly correct. And so what I would do is if you would allow me I'd actually delete this one. Yeah let's do that.

0:45:02 Because I think what it does is it makes it a lot stronger is as soon as you create the stop tag for the man. Thanks for all it's going to fail and oh my gosh we could even go one step further. You could actually just have the stop tag not be gender specific and now we just have one tag. and this is

1:18:04 how automations just keep growing and we find the ways to make them more often. Optimizes in the moment it seemed logical to add the female. But we actually don't care because all we care about is does this person have and most likely I would call it the initial wellness plan stop automation. Um. Thank

1:10:39 you. And then you now don't have to have an extra tag to do a duplicate job. Um. Wrong button Kevin. Um. Because then what would you also be able to do? Thank you. Is could it work? How many of your labs have the word initial in it? Um. Thank you. Quite a few. There's like, yeah, there's initial weight

0:45:30 loss, initial hormone, quite a few. Okay. I wouldn't recommend where I'm gonna suggest. I'm only gonna say it's a possibility. If you were to remove or move the word, if you were to take the gender specific and either move it to the front, Thank you for watching! And I wouldn't do that because eventually

0:46:01 when the documents created the sink it's put in front there. If you were to move the gender to the end, you then could remove the gender and then anytime a document was created that had the word, sink, initial, wellness profile. file. I wouldn't do that now because for your entire workflow it's not worth

0:46:21 changing everything to not have a second automation that just adds another tag based off of a different document. But as you're doing or creating workflows We'll see you in the We'll see We'll see We'll see you in You You now can start thinking like if we just change a word because it now if a document

0:46:31 came in we don't care about the gender but alright have you created the the mail tag or did you update your other tag so that it's not gender specific? I'm actually sorry I haven't done either. I got pulled away. No worries. So then what I'm gonna be. You're like I had to go to work Kevin. Alright so

0:46:45 real quick I'm gonna open up our I don't like that when we clone them. . They go active. So I'm gonna come here. I'm gonna add this and I'm gonna go mail. Because I can delete two characters. I'm really good at that.

0:46:52 Okay. Yeah. Are you going to create a new tag or just edit this one? Umm. Probably, I would probably just edit that one and take out female, right? Perfect. Yeah. And when you hit, when you update it in your system, it's already synced so umm. Oh, okay. Whenever I edit it, it will just fix there too.

0:46:58 Okay. So then I messed up because I did it in the title but I didn't do it. In here. And I actually can turn this on now. So what we have is you're gonna go edit that tag and we acknowledge that automation 2433 will not work. So until that tag's been, actually it won't matter. It's synced to it already.

0:47:16 It's perfect. Umm. So these are now connected. You're just gonna change the word female just so it makes more sense. If you look at the tag and if we were to go to 2348 the one we were talking about, if you now clone 2348 and you KATHRYN KATHRYN KATHRYN KATHRYN KATHRYN If you change wherever you have

0:47:35 the word female the male and should we just do it? I mean should we do it real quick for you since we're here? so then we'll go here and we'll go here make that male edit our description so that we can stay Thanks for watching! sync so we've edited our title and now we're gonna go to the top and know

1:12:13 that we need to edit the name of our open order make sure so if you add ever wonder why I like I was editing here I always always always hit the down button to go to the very end and what I'm looking for is making sure that there's not a space that was put there because remember Remember. It's looking

0:47:45 for exactly and that space sometimes can cause the error and so I always just press the down care the down arrow when I'm ever in a title and I make sure it hugs right against the last character now we'll hit update and I'm going to hit save Save. and you now have four automations and let's create let's

1:15:17 get organized and let's do the sink initial So. Wellness profile I think one group for this would be good and we can take these and put that inside there wait All right. I don't know why I aired it went right in perfect I think they're pulling up the wrong message cuz those look like they're going in

1:25:55 perfect or is. Okay. Okay. Okay. Thank you. I don't know why I'm getting air I don't I hope it saves if not I'll have to go look at it but you now have the sync initial wellness profile and you now have the whenever the documents are created you'll add the appropriate stock tag whenever you add a new

0:48:10 lab order we'll go ahead and remove that stock tag and we will start our automation process knowing that if at any time that stock tag gets added the automation will stop there is one caveat that could have a hiccup and we'll talk about it right we'll talk about it right now it's probably never gonna

1:13:58 happen but let's pretend that your patient is here Thank you. if like in this so let's say like we're in like this wait for 14 days if you create a new lab order for the exact same title it's gonna pull that trigger away so you you're probably never gonna do that like if you already have an outstanding

0:48:18 set of labs or you haven't had that appointment you're probably not going to reorder that set of labs but just know that if the automation started and we're right here in the wait for 14 days and we added that stop tag at like day 10 but then on day 12 somebody in your office wrote the exact same lab

0:48:25 order called initial wellness profile for female remember our system what it's gonna do right away remove that tag. So it's never gonna happen if it does we can figure out a way to protect against it but just showing you whenever I build automations my brain's always going to well how can somebody break

0:48:36 this because somebody's going to and so what we probably would do. I mean you could end up building more protection around here but I doubt that's gonna happen but I just like to point it out that right now that's the only way I see this automation breaking is if you're inside this you add the tag that

0:48:42 should stop the automation and all of a sudden when we right before we are about to stop it somebody goes and adds that new lab order again you're it could it could now you could be in two automations at once but. I don't think that's going to happen for you any any questions on anything. you have been

1:07:05 you're requiring this right will it be available yes no 100% ooh I hope the answer is yes depending on the power. our outage and what we may have captured or not captured but yes everything's recorded and that's why we only work inside of our little bubbles now and I ask you to do some things and we

1:01:11 jump into our build this is completely recorded it'll be posted today and every I mean maybe if yeah the answer is yes sorry sorry to make it so it could be a zim any other questions and could the build be pushed to the community so we can copy and insert our own adjustment? What, is that okay sync?

0:48:59 Yeah, yeah, absolutely. Which part do you want? that the stop one and the original one. Okay so we definitely didn't like my group. Why didn't it like my group? I'll have to figure out why something's going on with your group. okay so you want you want both of them then we we'll go into the female and

1:14:40 for our description just gonna do the title and for a tag let me I mean... I guess we'll just call it main automation or I don't have a really good name yet but main automation all you need to do is be able to find it we'll save that change and because it has everything we can come here and post to the

1:02:58 community and now inside our community is 2441 and then let's go and find our female version for the flow and let's go ahead and just give it another main automation tag Now and the reason I do this is because description and tag are both required in order to push and then we'll come here and we will

1:23:53 post this to community and if we come to the community templates Let's. main automation we should now see two automations pushed by sync life and you should be able to jump into those and play with them and umm you can see the difference is right since I'm in sync's profile I have other options I can

1:24:18 update it I can edit it I can delete it umm but other people you only get the import so yeah but there you go you should everyone should have it. For those that aren't here today because I accidentally deleted the google calendar appointment umm earlier in the week I am so sorry and you're having to

0:49:14 watch this umm for those that didn't show up today thank you so so much we will go ahead and make the umm the video available umm in our umm video library very shortly and umm thank you so much it was a pleasure hosting today for you all