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

• What is the purpose for the requested medical records. Is it for continuity of care, personal use, legal purposes, or another purpose

Steps

1. Enter the lines above and modify to match your policy.

2. If you want certain cases transferred to a team, add a rule line such as “If the request is for legal purposes, transfer to .”

3. Click Save.

Tips and Good practices

• Mention acceptable delivery methods exactly as your practice supports them.

• Add turnaround times in this section if you want Copilot to share them.