SimboVara Workflow Customization: Build Medical Records Workflow Questions - Admin Panel
Purpose
Control how Copilot handles medical records requests.
Where to edit: Medical Records Workflow Questions
Suggested questions and conditions
- What type of records are requested: full medical record or a specific visit
- What is the mode of delivery. We support secure email, physical copy, patient portal, and fax
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What is the purpose for the requested medical records. Is it for continuity of care, personal use, legal purposes, or another purpose
Steps
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Enter the lines above and modify to match your policy.
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If you want certain cases transferred to a team, add a rule line such as “If the request is for legal purposes, transfer to .”
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Click Save.
Tips and Good practices
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Mention acceptable delivery methods exactly as your practice supports them.
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Add turnaround times in this section if you want Copilot to share them.