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SimboVara Workflow Customization: Build Refill Workflow Questions - Admin Panel

Purpose

Define how Copilot gathers prescription refill details and when to escalate.


Where to edit

Refill Workflow Questions


Suggested questions and conditions

Paste and adapt the following example lines:

 

  • Which medications would the caller like to refill

  • Who is the caller’s doctor

  • Confirm their pharmacy name and location

  • Confirm if their insurance is the same or has changed

  • If the patient says their insurance has changed, please transfer the call to XXX-XXX-XXXX

 


Steps

 

  1. Enter the questions and any transfer rules in plain English, one per line.

  2. Replace the placeholder transfer number with your own.

  3. Click Save and place a test call.

 


Tips and Good practices

 

  • Ask for medication names exactly as on the bottle.

  • Always confirm pharmacy location to avoid misrouting.

  • Use a transfer rule for insurance changes so staff can update records immediately.

 

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