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  1. The nurse or physician's assistant goes to a web page that embeds the workflow. Live Forms makes this very easy to do.
  2. Since the Nurse does not belong to the 'doctor' role, she will only see the relevant portion of the form.
  3. The Nurse fills it in and clicks a Continue button.
  4.  puts the referral on the Doctor's task list, [optionally] notifies the Doctor by email and displays a confirmation message to the Nurse.
  5. When the Doctor logs in, she visits a web page that displays an electronic task list.
  6. All pending referrals will be displayed in the task list.
  7. The Doctor performs each referral. Since she belongs to the 'doctor' role, she will see the Doctor-specific portions of the form. The data entered by the Nurse is automatically populated for the Doctor to review.
  8. If the Doctor wishes to make changes, she can make them herself or send the form back to the Nurse to make the changes.
  9. Once she approves, she digitally signs the form and clicks Finish.
  10. The form data along with a PDF/TIF image is sent electronically to the hospital's document management or hospital administration system. The data can also optionally be saved in ' submissions repository.

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Setup users and roles

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Warning

This is a one-time setup that will have to be performed by an administrator.

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View the [

Widget Connector
urlhttp://www.youtube.com/watch?v=wzN_Vs0P7ho&hd=1

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 SaaS Multi-tenant/Workflow Setup] video to see details of setting up your tenant on frevvo's SaaS server.

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View the [http://www.frevvo.com/bucket/help/video/its/its.html

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 In-house Multi-tenant/Workflow Setup] video to see details of setting up your tenant if you are using the In-house version.

 

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<div style="font-weight:bold;background-color:#63ffc7">[[Image:Lightbulb.png]] .</div>
<div style="font-weight:bold;background-color:#63ffc7">[[Image:Lightbulb.png]] </div>

For our example, we will need two roles 'Doctor' and 'Nurse'. To create these roles in frevvo:
# Login to frevvo as the administrative user for your tenant.
# Click the Manage link at the top right of the page.
# On the page that is displayed, click the 'Manage Roles' link.
# Click the [[Image:Add.png] icon and in the form that is displayed type in the desired role. Note that role names are case sensitive.

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