Workflows

Workflows


A workflow is a list of steps (tasks) that a user needs to complete with a patient in order to successfully provide services to the patient. On this tab, you can view available activities. 

Workflows

Prior to creating a workflow, it is necessary to configure activities that will be used in this workflow. 
Workflows are displayed in the order in which they can be selected in the PATIENT profile. To change the display order, use .

To create a workflow
  1. Click on +WORKFLOW TEMPLATE.
  2. Name your workflow.
  3. If needed, specify the Appointment reasons to be linked to this workflow.
  4. Click ADD.
  5. Make the workflow ACTIVE to be able to use it.
Edit workflow basics
If you need to modify a workflow by changing its name, adding or altering the description, or adjusting the appointment reasons linked to it, hover over the workflow and click > EDIT. 

Add workflow steps
Before adding a STEP, you must first create an ACTIVITY that this step will be associated with. 
  1. Left-click on a workflow or navigate to the iconand select EDIT.
  2. Click +ADD STEP.
  3. Choose ACTIVITY TYPE. 
  4. Choose  ACTIVITY. You can only select an activity that belongs to the previously selected activity type.
  5. Specify STEP TITLE and STEP DESCRIPTION. 
If necessary, make the step mandatory using the corresponding toggle. To EDIT/DELETE the step, hover over a step and click .

Activities

On this tab, you can view available activities. 
Priority ordering is available on all columns. To change the display order, click the name of the corresponding column. The arrow will appear next to the column name showing the current ordering .
To create an activity
  1. Click +ACTIVITY.
  2. Choose an ACTIVITY TYPE. Select from a number of pre-defined options, e.g.:

    'To do' - to create tasks that do not require any specific actions in the system other than being 'marked as done'. Examples of such tasks are an otoscopy or a hearing history review.

    'Complete workflow' - to add the COMPLETE WORKFLOW button to the corresponding workflow. Pressing this button  in the PATIENT profile changes the workflow status to 'completed'.

  3. Add a TITLE.
  4. Add a DESCRIPTION.
  5. Click CREATE.
Edit activity 
In case you need to change the name or alter/add the description of an existing activity, hover over the selected activity and click > EDIT. 


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