Workflow Overview
Workflow notifications are sent to users for the following:
- FYI notifications
- Request for approval
- Treatment plan next review
- Treatment plan end date review
- Progress note needs to be written
- Co-signature required for progress note
You can define the available users through the User List Management (manage by list) or Notification Users (manage by user) form.
Workflow notification messages can be divided into two categories, information notifications, and request for action notifications which can be incorporated into modeled forms through RADplus modeling.
Forms
Setup
- In order for users to participate in workflow functionality, they need to be set up within the Notification Users form.
- If you wish to establish list of users in order to notify groups of users at once, you can set up these lists in User List Management.
- Use the Required User List Management form to require certain users to get approval.
- Establish the settings for different type of notifications in the Notification Type Definition form.
- Define the delivery methods and the messages for different notification types through Notifications Setup.
Management
- Use the To Do List form to review and delete any existing To-Do items.
- If there is a problem with a To-Do item, you can remove it or send it to another user through the Delete/Re-Assign To Do Items form.
- If a form that is currently in a Pending Approval status needs to be reverted back to Draft status, use the Pending Approval To Draft Override form.
- If a form that is currently in a Final status needs to be reverted back to Draft status, use the Final to Draft Override form.
Reporting
- Use the Notification Users Display form to view data entered in the Notification Users form.
- Use the Notification User List Display form to view data entered in the User List Management form.
- Use the Required User List Display form to view data entered in the Required User List Management form.
- Use the Notification Type Display form to view data entered in the Notification Type Definition form.
In myAvatar NX this feature is replaced with Document Routing.