Routing Action Definition

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Actions configured in Action Definition become available as a user input event in the Worklist Item Form.

Key Fields

Field	Notes
Action Name	Enter the display name of the action button created.
Requires Reason?	If you select Yes in this field, you will be presented with a free text dialog box to explain why you have selected the action. A value must be entered in the dialog box to continue.
Creates To Do?	If you select Yes in this field, the user you designate in To Do Receiver receives a to do message with a link to the report specified in the Crystal Report field. The report will run with context of the queue form that was filed when the action was selected. Note: This functionality is useful for sending QA feedback reports when used in QA workflows.
Acton Type	Change Status: The current document will stay with the current user/queue and change to the status defined in the Status field. Select Assignment: The assignment selected in the Assignment field will be applied to the document, changing its queue, user, and status. Send Query: This type creates a prompt with a form. This form queries the user defined in the Query Receiver field. Dictionary Setup – Query Reason: The Query Reason values are configured in Dictionary Update (PM). The Data Element Number is 502 and the Data Element description is 502.
Pending Status	If the action is a query type, the current document will change to the status selected once the user sends the query (e.g., Pending Provider Response).
Recieved Status	If the action is a query type, the current document will change to the selected status once a response is received from a previous query on the document (e.g., Provider Response Received).

Note: The Save for Later action will appear when a status is defined as Save for Later via Routing Status Definition. The Cancel action is a default action that is added.