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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
Perform this task (left most icon) icon. - 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.
Doctor Approval
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 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 One signing option is the option ability 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.
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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 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 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.
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