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- Create a new form and drag and drop controls as desired.
- In the Figure above, we have:
- Created a section for the Nurse to fill out patient information including procedure to be performed.
- Created a section for the Doctor called Doctor Signature.
- Enabled digital signatures for this Section. by clicking on the Section header and then on the Security Tab in the properties pane to the left. In the Security Tab, the Must Sign box is checked.
- Assigned role 'Doctor' to this Section. This ensures that the Section is only visible to logged in users with role 'Doctor', i.e. Nurses cannot see it.
| Note |
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Step 1 1a is not shown in the Patient Radiology Referral form image above. You can drag and drop any controls you want. Make sure you drop at least two controls with labels 'First Name' and 'Last Name' respectively. You should also ensure that the Name field for these two controls shows the names FirstName and LastName respectively. |
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1. Set the order of forms in your workflow
- Create a new flow by clicking on the Flows menu item and clicking the New
button.
- Drag and drop forms into the flow as desired. The palette will display the Forms in your application including the Radiology Referral form we just created above.
- In the Figure above, we have dragged & dropped the Radiology Referral form twice into the workflow once for the Nurse and once for the Doctor.
- Create a new flow by clicking on the Flows menu item and clicking the New
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2. Setup Roles/Task Info/Pending Message===
[[Image:Workflow_Patient_Referral_Roles.png|frame|left|Set Doctor role for second activity]]
<br style="clear: both" />
# .png?version=1&modificationDate=1344446464000&cacheVersion=1&api=v2&width=418)
- Click on the first step (activity).
- Click on the first step (activity).
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- Leave the Role blank. Any logged in user can perform this step.
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- Set the Button Label for the first step to 'Send to Doctor'.
- # Click on the second step (activity).
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- Assign role 'Doctor' by selecting it in the properties panel.
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- Set the Task Info to 'Referral for {FirstName} {LastName}'. This will be displayed in the Doctor's task list. As mentioned before, this will only work if you have controls in the form with names FirstName and LastName respectively.
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- Set the Pending Msg to 'Your referral has been sent to a Doctor for approval.' This will be displayed on the Nurse's screen.
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3. Notification Emails
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You can configure email notifications for a particular activity. In this example, an email would notify Doctors when referrals are pending for their approval.#
- Click on the second step (activity).
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- Click the 'Setup Task Notification Email' link.
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- In the wizard that is displayed, you can customize the subject as well as message content. You can use data from the flow by referring to controls in forms using
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- such as {FirstName}, {PatientName} etc.
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4. Setup Actions
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Configure form and document actions as desired. See [[V4_Designing_Flows | the general flows documentation]] for for more information. When the flow is completed by the Doctor, you can send emails, save the document in a document management system, send data via HTTP POST to your web application etc. You can also configure what the user sees in detail.===
5. Flow Permissions
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Click the toolbar at the top of the Flow Designer. In the Flow properties panel,#
- Give the workflow a name e.g. Radiology Referral Flow.
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- In the Navigation drop down, select None. We do not want to show a Navigation toolbar at the top of this flow.
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- In the Visibility 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.
Finally, click the Finish button in the toolbar at the top.==
Testing the Workflow
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On the Flows page, click the Test button for your workflow. Make sure your user does not have the 'Doctor' role. frevvo will will display the first step in the workflow. This is the Radiology Referral form, except that the Doctor Approval section is not visible.
Fill in the form and click the 'Send to Doctor' button. Since the second step in the flow was assigned the role 'Doctor' and you do not have the 'Doctor' role, frevvo will will create a new task and put it on the Doctor's task list. In this case, any user with role 'Doctor' will be able to perform the task. frevvo will will also notify all users with role 'Doctor' that there is a new pending referral (these notifications can be turned on/off by individual users). Finally, frevvo will will display the Pending Msg that was configured 'Your referral has been sent to Dr. {ReferringPhysician} for approval.' on your screen. The templatized string {ReferringPhysician} will be replaced by the value of that control in the Referral form.===
Task List
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| Tip |
|---|
Read the task list documentation |
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for a detailed discussion of task lists and their features |
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frevvo includes a built-in Task List for every user. This task list displays all pending tasks (in our example, pending referrals) for the user. To access the task list:#
- Logout and login as the doctor user.
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- You should see your Task List similar to the Figure above. If you do not see it, click the Tasks menu item to the left.
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- Click the + icon to expand the Radiology Referral Flow.
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- You will see a task corresponding to the referral we just submitted above.
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- You can view an audit trail, modify the task and perform it.
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- Click the Perform icon (left most icon).
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- The Radiology Referral form will be displayed in a popup window.
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- The parts that were filled out by the Nurse will be automatically populated and the Doctor-specific signature Section will now be visible.
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- After reviewing the information and making any changes, you must click the 'Sign this section' button to digitally sign the form.
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- Click Finish to complete the workflow: this will cause all Form and Document actions to be executed.
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Doctor Approval
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In our example, when a doctor logs in and views the task list, he/she will see any pending referrals approval for their nurses. The doctor can then click the Perform this Task button.
The doctor will see the same referral information submitted and signed by the nurse. He will not be able to edit this information, as the nurse has signed. However, because of the Role settings described earlier, the doctor will see the Approval section. He/She can approve or reject the expense report and enter any comments. Once the doctor has completed his approval/rejection, he may sign the section and finish the workflow==
Sharing/Embedding the Workflow
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The workflow can be easily shared or embedded in your web site. There are many flexible options for doing so. You can find instructions in
[[Embedding_Forms_And_Workflows_Using_The_frevvo_API | the tutorial on embedding forms and workflows]].