1. Introduction: Adding Logic and Data Transformations to Your Workflows

Introduction

In the Beginner Course, you learned how to build a simple workflow that triggers when a patient submits a form and creates a new patient record in DrChrono. While that workflow automated a basic task, it didn’t account for real-world complexities like duplicate records, conditional logic, or data formatting.

In this Intermediate Course, we’ll take that same scenario and make it smarter and more flexible by introducing logic conditions and data transformations.

What We’ll Build

By the end of this course, you’ll have a dynamic workflow that:

• ✅ Starts with a patient submitting a form via Jotform

• ✅ Checks a field on the form to decide if the workflow should proceed

  • Example: Only proceed if the form field Consent Given is Yes.

• ✅ Searches for the patient’s email in DrChrono to check if they already exist

• ✅ Creates a new patient if they don’t exist

• ✅ Updates the patient information if they already exist

• ✅ Transforms and formats data properly before sending it to DrChrono

  • Example: Convert dates to the correct format, clean phone numbers, and standardize gender values.

This is a very common real-world use case where maintaining data hygiene and making decisions based on existing data are critical. By introducing logic and transformations, you’ll build workflows that are more powerful, efficient, and resilient.