Workflow templates
Workflows you can compile, replay, and verify — starting today.
Every template here corresponds to something that actually runs. The proven references execute end to end against real open-source applications in the openadapt-flow repository, with success established by the system of record — a database row, an independent API read, a file that actually arrived — never by pixels or self-report. The patterns are workflow shapes you compile from a recording of your own team, anchored to those references.
Our honesty bar: no template for a workflow we haven't actually run, and no logos of applications we haven't driven.
Automate patient triage note entry
The canonical OpenAdapt tutorial: a nurse’s triage-note workflow demonstrated once in a synthetic clinic app, compiled into a deterministic local program, and replayed with the note text as a parameter — including the policy gate that refuses to certify it for clinical writes.
View template →
Automate patient note entry in OpenEMR
The flagship healthcare reference: an 18-step add-patient-note workflow on OpenEMR — log in, find the patient, open the chart, navigate to Patient Messages, enter a parameterized note, save — with the write confirmed against the record itself, never the screen.
View template →
Automate loan application entry in Frappe Lending
The lending reference: a loan application entered once on Frappe Lending, compiled into model-free replay, and accepted only when a separately authenticated read-only REST session, a direct SQL read-back, and an exact table-delta audit all agree that exactly one application was written.
View template →
Automate health insurance claim intake in openIMIS
The insurance reference: a health-facility claim entered once in openIMIS — the open-source system used by national health-insurance schemes — compiled, and replayed with a fresh claim number, with success established only by a direct SQL read of the claim row.
View template →
Automate dental insurance eligibility checks
The front-desk workflow every practice runs dozens of times a day: sign in to the payer portal, look up the patient, read coverage and benefits, and carry the answer into the practice management system — demonstrated once by your own team, then compiled and replayed per patient.
View template →
Automate insurance eligibility and coverage checks
For agencies, billers, and back-office teams: the repeated carrier-portal lookup — member or policy number in, coverage answer out — demonstrated once, compiled into a deterministic program, and replayed per case with halting instead of silent wrong answers.
View template →
Automate new patient record entry
Registration and intake re-keying — demographics from a referral, a form, or an existing structured source entered into the EMR or PMS — demonstrated once by your team, compiled, and replayed per patient with the fields as parameters.
View template →
Automate report exports and verify the file actually arrived
The scheduled export nobody trusts: run the report, download or drop the file, and — the part the screen can’t prove — verify that exactly one conforming file actually landed, with the right name, a plausible size, a fresh timestamp, and optionally the exact expected content.
View template →
Have a workflow that isn't here?
If your team does it the same way every time in a browser, a Windows application, or a remote desktop, it is a candidate. Bring one repeated workflow and the record that proves its outcome.