About Document Routing in myAvatar

myAvatar Modeling Forms step 14 of 22

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Document routing in myAvatar helps you to electronically route finalized clinical submissions to multiple staff members and supervisors for approval before they are included in the client record. Document routing works with any myAvatar form with a workflow component, including those modeled using Site Specific Section Modeling.

System Administrators can learn more about setting up document routing in myAvatar by following this path:

myAvatar Document Routing Setup

This path will walk you through the steps to set up Document Routing within myAvatar.

Pages: 6

About Document Routing configuration
Document Routing allows you to electronically route finalized clinical submissions to multiple staff members and supervisors for approval prior to including the data in the client record.
Define Document Management defaults
Define addresses where documents are stored, and associate file types to import.
Define Document Management categories and form types
Define categories and forms that are required and used in Document Management.
Document Routing Setup
Set up document notification and approval requirements in myAvatar.
Use Crystal Reports for Document Routing
Associate Crystal Reports with the document routing process.
Document Routing Registry Settings
Registry settings determine which optional features are available and visible in myAvatar Document Routing.