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How to Analyze Form Submissions to Assign a Classification

By default, the form submissions are not analyzed, and only the data provided in the submission is available. 

 

To analyze your forms:

  1. Go to the Trigger System.

  2. Press the +Create button on the top right.

  3. Select your Company, name the Trigger (Analyze Forms, for example), and press Create
    Screenshot 2024-09-12 at 5.22.38 PM.png
  4. Select Form Submission Created:

    Screenshot 2024-09-12 at 5.23.32 PM.png

  5. If you would like to analyze all forms for all locations, press the +Add Action button:
    Screenshot 2024-09-12 at 5.25.06 PM.png

    If you would like to analyze forms only for specific locations or scenarios, add a condition and select the needed criteria to restrict when analysis occurs.Screenshot 2024-09-12 at 5.27.58 PM.png

  6. Select Basic Coaching as the Action:Screenshot 2024-09-12 at 5.27.08 PM.png

  7. The Patient Prism system will now automatically and instantly analyze any new form submissions to provide a classification about what the form may have been about:
    Screenshot 2024-09-12 at 5.28.35 PM.png

 

Screenshot 2024-09-12 at 5.32.04 PM.png

 

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