to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Develop your for System Administrator skills with patient intake automation course
2702 students
5 hours
Open new horizons for your business by learning how to build effective automated workflows in Salesforce. airSlate Academy is an excellent resource for everyone to master RPA technology skills completely free of charge. Sign up for a Patient Intake Process optimization Certification for System Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About patient intake process optimization certification for System Administrator
Our quick-start studying program offers the basics of business process automation and explains how Salesforce users can enhance their daily routine in real examples. After finishing the course, you will be able to automate and boost your Patient Intake workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Patient Intake workflow building using the airSlate platform, form creation and auto-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the course?
We developed our Patient Intake Process optimization Certification for System Administrator so that they can rapidly discover ways to transform standard business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also find many recommendations on rationalizing their processes
Why was this program made?
The Patient Intake Process optimization Certification for System Administrator is created to assist you in obtaining no-code automation skills in minimum time and free of charge. Sign up for the airSlate Academy to discover the most advanced ways of enhancing your business’s efficiency.
What does studying include?
The course includes three main levels:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A complete description of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and boost automation expertise.
Go through all levels to quickly become a qualified specialist in automating Salesforce processes.
What will you learn in the Patient Intake automation course?
- Generate actionable Patient Intake docs pre-filled with Salesforce data
- Set up conditional routing between Salesforce contacts and internal and external recipients
- Create new or update existing Salesforce records based on data entered into a doc
- Trigger Salesforce actions based on actionable data in documents
- Save documents to Salesforce attachments or external storage services
Start learning today
Sign now for free
Questions & answers
Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
Need help?
Contact Support
It is not necessary to register with airSlate. All you need to get started is an airSlate Academy account. However, if you want to improve your automation skills, we strongly advise you to sign up for a free account on our platform.
With the pandemic and the rise of hybrid work causing big changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
You will find the complete list of our courses in this catalog. The courses are divided into many categories and levels of difficulty. In case you can't find a particular training you are interested in, please contact us.
There is no limit to the number of classes you can take. Since some courses require your whole attention, we advise you to avoid signing up for too many courses at once. The sooner you register, the more time you have to prepare.
ESignature, RPA Bots, contract negotiation tools and more are all included in our no-code platform. Automating your document-based processes is one of our specialties. Read our our customer stories today to see how our features have aided various businesses.
Bots are computer programs that are built to carry out specific activities according to established rules and logic. You may use airSlate Bots to automate the movement of data from one app or document to another, create reminders and notifications, and more.
Yes, you can sign up for a free subscription plan. You’ll have 30 days to try airSlate and get hands-on experience using our solution. You can switch to a paid plan anytime after. To get a common understanding of how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
There is a label next to each course that says what level it is. Using our Catalog, you can also remove the Advanced and Intermediate courses from your search results.
You do not need an industry-specific background or third-party tools to take any courses. Our courses provide a variety of use cases, key insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, so you may watch them whenever it is convenient for you.
RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.