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- Give the workflow a name e.g. Radiology Referral Flow.
- In the Navigation drop down, select None. We do not want to show a Navigation toolbar at the top of this flow.
- Click the
icon icon to display the Access Control wizard. When Who can use the flow is visible in the Permission drop down, select 'Public in Tenant'. This ensures that only users who are logged in to the same tenant will be allowed to use the workflow.
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- Logout and login as the doctor user.
- You should see your Task List similar to the Figure above.
- You will see a task corresponding to the referral we just submitted above.
- You can view an audit trail, modify the task and perform it.
- Click the
- The Radiology Referral form will be displayed in a popup window.
- The parts that were filled out by the Nurse will be automatically populated and the Doctor-specific signature Section will now be visible.
- After reviewing the information and making any changes, you must click the 'Sign this section' button to digitally sign the form.
- Click Finish to complete the workflow: this will cause all Form and Document actions to be executed.
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