Automations
With automations, DentallManager takes recurring work off your hands. Think of a reminder when a contract is about to expire, or a message as soon as a leave request comes in. You set up a workflow once. After that, it runs automatically.
Two types of workflows
Date/time-based workflows. These look at date fields and take action at the right moment. Examples:
- birthdays and work anniversaries of employees;
- contracts that are about to expire;
- documents that expire, such as a diploma or certificate;
- deadlines during the onboarding of a new employee.
Event-based workflows. These respond as soon as something is created or updated in DentallManager. Examples:
- a new or changed leave request;
- an exam that is assigned;
- a schedule change;
- a new document or a new announcement.
Structure: templates, actions, and workflows
You build automations in three layers. You find them under Settings → Customization & Automation.
- Automation - Templates. The content of the message or notification.
- Automations - Actions. What needs to happen and for whom. For example: send a notification to the practice manager and the employee.
- Automations - Workflows. The link between trigger, action, and template. This is the automation you switch on.
Turning workflows on and off
Every workflow has its own on/off status. This lets you calmly test a new automation, or pause one without deleting anything.
DentallManager comes with ready-made workflows. Think of a reminder for an expiring contract, a notification for an expired document, and steps for onboarding new employees.
Can't figure it out? Contact the free helpdesk at info@dentallmanager.nl.