Workflows & Automation

Automating clinical and administrative workflows

5 articles

Workflows OverviewAn introduction to workflows, the visual flow builder, and the types of automation available.Building a WorkflowStep-by-step guide to creating a workflow using the visual flow builder.Available ActionsA reference of all action and control nodes you can use in workflows.Variables and Merge FieldsHow to use dynamic variables and merge fields to personalise workflow actions.Running and Monitoring WorkflowsHow to publish, run, and monitor workflow executions, including retrying failed runs.

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