📖 Learning: The automation feature 🤖 allows you to create rules to automate client-related actions. You choose the condition that triggers the automation and the action it will take. For example, if a client is accepted to your service, you can use automation to trigger an email that gets sent to them.
How to create an automation
Go to the 'My organisation' tab of the case management system
Click on automations 🤖 in the top right-hand corner
Click 'Create new' 👇
Name the Automation/Rule ✍️
Select a 'Trigger' from the options in the drop-down menu, This means 'When this occurs' it will trigger the Action to happen
Select an 'Action' from the drop-down menu, This will be the action that will happen automatically when the trigger occurs
Select the template email or SMS that will be sent when the 'Trigger' occurs
Click 'Save' 👇
You have successfully added an automation! 🎉
📌Please note: Ensure clients have a staff member assigned and contact details saved for the automation to work. Automated emails and SMS will be sent to clients on behalf of the first staff member assigned to them, to the first email address or phone number saved on their profile.
How to edit an automation
💡 If you would like to switch the automation Off/On for a period you can use the toggle on this page:
✍️ If you would like to edit the automation you can select the pencil next to the automation:
🗑️ If you would like to delete the automation you can select the rubbish bin next to the automation:
📌Please note:
The automations/rules that are set up and switched on will be actioned for everyone within the team when the trigger event occurs.
The email/SMS that is triggered to send will be shown in the client record of the patient.