Clinical Information (Web App)

Why Use This Function:

Workflow Events and Templates are essential in a healthcare Practice as they streamline processes, improve efficiency, and ensure consistency across tasks. By automating repetitive actions, such as generating clinical notes, sending appointment reminders, or issuing sick notes, they save time and reduce the risk of human error. Standardised templates also enhance accuracy in record-keeping, ensuring that all documentation follows a uniform format and meets compliance requirements. 

Additionally, these tools improve communication by enabling seamless interactions with Patients and Debtors through SMS, email, or event notifications. Since Entity Settings are customised per Practice, Workflow Events can be tailored to suit specific operational needs, making them a valuable asset in maintaining smooth, organised, and patient-focused healthcare management.

The Contents of This User Manual:

• Filters
• Screen Columns Action Buttons 
• Columns
• Sidebar 
• Page Options

• This user manual will start on the Workflow Event Config screen.

• For more information on how to navigate to the Workflow Event Config screen, please refer to the user manual: Configuration Segment.

Filters

Allows you to narrow down or refine the results displayed on the Practitioners List tab.

• Click on the Default Filter drop-down menu to select how the screen will be filtered.

• Click on the Description field to enter the name of the Workflow Event Template that you are searching for.

• Click on the Types drop-down menu to select the Workflow Event Type Description of the template you are searching for from the list that has become available.

💡Please Note: The Workflow Event Types will depend on the forms loaded for the Practice.

• The Disabled slider is automatically set to show Workflow Event Templates that have not been disabled.

• Click on the Disabled slider to show Workflow Event Templates that have been disabled.

• Click on the Disabled slider a second time to show all Workflow Event Templates.

• Click on the Classes drop-down menu to select the class of the Workflow Event Template you are looking for.

• Clinical: Used for medical-related actions. 
• Admin: Used for administration purposes.
  
  

• Click on the Update Results button to refresh the list after the Filters have been selected.

• Click on the Reset Filters button to clear the Filters that have been set.

Screen Columns Action Buttons 

Several additional Options are available for the Columns. These additional Options are to help the User adjust the screen, refine the Search and give more specific results.

• Click on the + Add New button to set up a new Workflow Event Template.

• For more information on how the setup of Workflow Event Templates works, please refer to the user manual: How to Add/Edit Workflow Event Templates.
  
  

• Click on the Select All Results button to select all the results currently displayed on the screen.

• Click on the Expand Widths button to auto-fit the column width to the information within all columns.

• Click on the Reset Widths button to restore the original Widths after any modifications are done.

• Click on the Sort Columns button to sort the Columns in the order that you desire.

• For more information regarding how the Sort Columns feature works, please refer to the user manual: How to Sort Columns on Reports and List Screens.
  
  

• Click on the Choose Columns button to select the columns that will be displayed on the list.

• For more information regarding how the Choose Columns feature works, please refer to the user manual: How to Choose Columns on Reports and List Screens.
  
  

• Click on the Default Layout drop-down menu to select the type of layout that will be used for the screen.

💡Please Note: The Workflow Event Config screen only has the option to be displayed using the Default Layout and no other options are available for the layout of the screen.

Columns

All the information on the Workflow Event Config screen is divided into Columns to logically group related information together.

• Workflow Event Type Description: The type of template.
• Description‎: The name that was given to the template.
• Class‎: The classification that was assigned to this specific template.
• Default‎: Indicates whether this specific template has been set as the default template if more than one of the same type of template has been set up.
• Sort Order‎: The order of the template based on its type in an ascending order.
• Disabled: Indicates whether the template has been disabled or not.

Sidebar 

Gives you access to more options for templates that are on the list.

• Click on the desired template to access the Workflow Event Template sidebar for more options.

• The Workflow Event Template sidebar will open.

• For more information regarding how the Workflow Event Template sidebar works, please refer to the user manual: Workflow Event Template Sidebar.

Page Options

All the additional Options that are available for the Page.

• Click on the Export to PDF button to save the contents on the list as a PDF file.

• Click on the Export to CSV button to save the contents on the list in a CSV format.