In this lesson you’ll learn:
- How to add an action step
- How to connect your external apps to Keragon
- How to map data between steps
- How to test that your action works
Introduction
In the previous lesson, we began building a workflow to automate the patient intake process. We have already added a step that triggers our workflow when a patient submits a form in Jotform. In this lesson, we will complete our workflow by adding a step to create a new patient in our EHR system, DrChrono.
Adding the action step
Just like with any other step click on the + icon to open the connector catalog and find the app you’re looking for! After clicking on the app you can then choose your desired action from the list of the available ones.
You can also use helpers and logic actions
- Helpers perform specific tasks such as formatting text (e.g., changing case), manipulating dates (e.g., converting time zones), and handling numbers (e.g., rounding values).
- Logic actions are used to control the flow of your workflow. They include conditions (if this, then that), loops (repeat an action), and delays (wait for a certain period).
These advanced actions won't be covered in this course.
Connecting your account
The next step is to connect your DrChrono account to Keragon. This will allow Keragon to communicate with DrChrono on your behalf and perform actions such as creating patients or updating appointments! The steps to do this are similar to the ones we did for the trigger so we won't repeat them here.
Configuring the action inputs
Now it is time to set up the inputs needed for our action step to work. This involves specifying how the information collected from the trigger step should be used in the action step. We call this data mapping and it is something you’ll do often in your workflows!
What is data mapping?
Mapping data is like connecting the dots between the information you collect and where it needs to go. For example, if your form asks for a patient's name, email, and gender, you’ll want to map these fields to the "Name," "Email," and "Gender" sections in your EHR.
How can you map data?
When you click on any input a dropdown appears which lists all the previous steps. You can find the piece of data you want either by expanding the step or even better by using the search box!
Back to our workflow…
Going back to our scenario, once a patient submits their form, we want to create a new patient record in the EHR. We’ll map the form fields First name, Last name, email and Sex to the corresponding inputs in DrChrono's Create patient action.
Testing the step
Finally, we can verify that our action works as expected by clicking on the Test step button. Once we click that the action will be fired immediately!
What if the test failed?
If your test fails, don't panic! Sometimes apps provide helpful error messages visible in the 'Error' tab. Review these messages and fix any issues before retesting.
If the error message isn't clear, use the "Explain error" button for useful hints.
If you're still stuck, our support team is here to help. Contact us via the chat widget in the editor.
Next lesson
In this lesson we learned how to add, configure and test an action. You can now jump to the next lesson in which we’ll publish our workflow and see it in action!
Publish and monitor your workflow