Work Flow Sequences Quick Guide
-
Research the stages and personnel for
work in your clinic.
- Doing the service / task.
- Finishing data entry, using a form or a SYSTOC screen.
- Waiting for results.
- Getting a signature.
- Printing reports or the completed form.
- Sending results.
- Posting charge for the service (normally not in the work flow sequence, as there are other ways to track that it gets done, see Billing.
-
Enter each step.
- Click the Add New button to clear the new sequence working area. The first available sequence number appears.
- Default Status describes the work for this step.
- Default Work Group describes the type of person who should do it.
- Default Owner makes a particular person responsible. Avoid using this, unless you pick the more generic {Sch.ID} or {DoneBy}.
- Typically check Set the Done flag on the first sequence after the Provider or Nurse activity, but be careful, see Marking an Order Done Automatically.
-
Save.
- Click Save Sequence and repeat until done.
- Be sure to create a Through/Finished step at the end.