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1. 1. Create a new flow by clicking on the Flows menu item and clicking the New  button.
   2. 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.
   3. 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.

2. Setup Roles/Task Info/Pending Message

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1. 1. Click on the first step (activity).
      1. 1. Leave the Role blank. Any logged in user can perform this step.
         2. Set the Button Label for the first step to 'Send to Doctor'.
   2. Click on the second step (activity).
      1. 1. Assign role 'Doctor' by selecting it in the properties panel.
         2. 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.
         3. 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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The doctor will see the same referral information submitted and signed by the nurse. He will not be able to edit edi  t 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.

Options for Signing

New to 5.1 is the option to perform a Wet signature.  While the digital signature looks simply like a printed name, the wet signature option will trigger a lightbox allowing a person to draw in their signature.  Wet signature support appears across all platforms and devices, allowing people to use tablet touchscreens as easily as a desktop computer.

Both options are available through the section tool, in the security tab.  Simply drag an approval section in and add a comments text area.  You can then edit the security settings to include a digital signature or a wet signature, depending on personal preference, business policy, or any other factions you might want to consider.

More information regarding signatures and signature types can be found on the signature page.

Quick View

Also new to LiveForms 5.1 is the ability to open a "Quick View."  Quick Views can be used to complete approval and allow a doctor to more easily manage a list of tasks.  Use of a Quick View is recommended at the first approval stage and at any type of review stage.  Essentially, those who need to sign on a large number of submissions can use the Quick View to do that more efficiently.  If a review stage is necessary, Quick Views also allow large numbers of submitted forms to be viewed and confirmed, rather than requiring users to click back and forth between the form viewer and the task list.

More information regarding Quick Views can be found in the 5.1 webinar video.

Sharing/Embedding the Workflow

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