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Table of Contents

Table of Contents

Depiction of Rule execution

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Outline

This will give step-by-step instructions on how to create procedure rules successfully from the dashboard.

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In step 4 of the wizard, you add the action that would be executed by the rule. You can just select on the action at a time. After selecting the action you can add the details of the said action:

Feature a Document: you You can select the document you have to sendthat can be added to the rule.

Feature a Video: You can select the video that can be added to the rule.

Feature a form: you You can select the form you have to sendthat can be added to the rule.

Feature questionnaire: You can select the Questionnaire that can be added to the rule.

Feature a Task: You can select the task that can be added to the task.

Send a Message: You can select a message and send it.that can be added to the rule.

Send an Alert: You can select an alert that can be added to the rule.

Send a Reminder: You can select a reminder that can be added to the rule.

Transition to next stage: It lets the patient-user to transition through the next stages

After selecting the action press okay. Click the next arrow to proceed to step 5.

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Here you will review the details of the rule. Press the back arrow if you want to change any details. Click on the Save button to create a new rule.

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You can Preview the content attached by clicking the “Preview” button. This would display the content attached in the rule.

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NOTE: If you click on “X” while creating the new rule, you would receive an alert asking “Are you sure you wish to exit?” with two options” Continue Wizard” and “Exit”.

You can click on “Exit” if you wish to close the progress of creating the new rule or click on “continue wizard” to continue with the progress.

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