About document routing in myAvatar

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Document routing in myAvatar is electronically sending clinical submissions to staff members and/or supervisors for approval before including the data in the client's chart. Document routing works with any myAvatar form that has a workflow component, including forms created using Site Specific Section Modeling.

Learning Paths about Document Routing

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.