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Automations

Learn how to set up and manage Automations in Canvas EHR to streamline routine workflows and reduce manual tasks.

Automations (Training) - Watch Video

Purpose of this Video

This video introduces Automations in Canvas EHR and explains how they can help streamline repetitive administrative or clinical tasks. It’s designed for nurse practitioners and office staff who want to save time and ensure consistent processes by automating common actions — such as patient follow-ups, reminders, and task assignments.

What You’ll Learn

  • How to access and navigate the Automations settings in Canvas EHR

  • Creating and configuring new automations for key workflows

  • Examples of common automations (e.g., follow-up reminders, document routing)

  • How to test, edit, or deactivate automations

  • Best practices for managing and monitoring automation performance

Key Takeaways

  • Automations help reduce repetitive manual work and ensure consistency in daily operations.

  • Common use cases include appointment follow-ups, routing lab results, and assigning chart review tasks.

  • Canvas EHR allows flexible setup and modification of automation rules to fit your practice’s needs.

  • Reviewing automations regularly helps maintain accuracy and compliance with workflow updates.