# Build a member enrollment Journey

## Patient enrollment

Let's build a patient enrollment assistant.

## Patient enrollment assistant

Patients reach it by phone, web site, or email.

## Patient enrollment assistant

It fills in their Enrollment record.

## Patient enrollment assistant

New patients get a welcome email.

## Patient enrollment assistant

Ready patients get their next steps.

## Patient enrollment assistant

Stuck for two days? We inform staff.

## Patient enrollment assistant

Complete, and the messages stop.

## Patient enrollment assistant

A Journey is how we put it all together.

## Enrollment record

First, the Enrollment record the assistant will fill in.

## Create the Enrollment Form

Status starts at New, and only staff can move it to Ready or Complete.

## Answer inquiries

Next, the assistant that answers inquiries.

## Create the enrollment Workflow

Enrollment is powered by a Workflow. It's a script the Agent follows to guide one conversation, including capturing all the data you need.

## Let the Agent fill in a Form

Gravity Rail makes filling in a Form easy. Add the Form Access ability, choose the Form, and select the fields the Agent can read and write. Then the Start step's prompt says what to do, and the Agent does the rest.

## Answer calls with Grok Voice

Pick a voice model so it can answer calls, then publish.

## A member provides intake details

Here, a sample patient shares their details in a web Chat.

## Details saved on the member

Name, phone, language and ZIP are saved, and the status is New.

## Send a welcome email

Now the Journey itself, starting with the welcome email.

## Start an enrollment Journey

Patients join automatically when their status is New.

## Acknowledge the request

The first email says we got their request.

## Connect replies to the Workflow

Text replies go to the enrollment Workflow.

## Send next steps

Next, sending next steps once they're Ready.

## Release the wait when Ready

This filter matches a Ready status.

## Two paths from the request

## Release or follow up

We wait for Ready, for up to two days.

## Continue when Ready

Ready members go this way.

## Prepare the next step

They get an email with their next step.

## Inform staff

And if they're stuck, we inform staff.

## Bring in a coordinator

After two days, Elena gets a notification to follow up.

## Complete

Finally, when to stop.

## End at Complete

When status is Complete, the Journey stops, wherever they are.

## Patient enrollment assistant

That's the patient enrollment assistant, built and ready to review.