What are we going to build?

A common example of a workflow is a patient referral workflow between affiliated clinics and hospitals, where the clinics refer patients for procedures such as X-rays. Often, the referral process is paper-based. A nurse or physician's assistant fills out a paper referral form with patient information and requested procedures. A doctor must then sign the form. Once signed, the form is then faxed to the hospital where it is manually scanned or the data is entered into the hospital's document management or hospital administration system.

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Using Live Forms, you can automate this entire workflow so that it is completely electronic and paperless.

The steps are as shown in the figure:

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