Document Routing Section in Form Definition

Set up Document Routing functionality for the form to be modeled.

This information will be exported and imported by the Envelope Export and Envelope Import forms, respectively, for all forms within the envelope. The exported form type must be in the importing system for the document routing information to be imported. Otherwise, the document routing setup will not be imported, and must instead be done in either the Form Definition form or Document Routing Setup form after import.

Prerequisites:

• You must have workflow enabled within myAvatar CWS.

1. In the Enable Document Routing field, select Yes to enable document routing for the form.
2. Click Select Type. The Select A Form dialog box displays. Choose the appropriate form type and click OK. The type will display in the Type Name field.
3. In the Void Reason Code field, select the document void reason to associate with the form.
   Voiding a document removes the document from a client's chart.
4. In the Approver Required field, select Yes to require sign-off by an approver.
5. In the Approver List Defaults box, check off the staff members to include in the document routing approval process:
   If there is no Admitting Practitioner or the treatment is non-episodic, no staff names will default into the list of approvers.

• Admitting Practitioner
• Attending Practitioner
• Caseload Practitioners
• Default from Last Filing

6. In the Require Final Approver field, select Yes or No.
   Final Approvers must be identified in the User Definition/User Role Definition form (Document Routing section).

• If Yes is selected, the Final Approver will receive a To-Do notice to approve the document after all other users have approved it.
• If No is selected, all approvers will receive the To-Do notice at the same time.

7. In the Allow Transcriber field, select Yes or No.
   Transcribers must be identified in the User Definition/User Role Definition form (Document Routing section).
8. In the Allow Notifications When Final field, select Yes or No.
   If Yes is selected, the Final Approver will receive a To-Do notice to approve the document after all other users have approved it.
9. Click File.