Setup users and roles

For our example, we will need two roles 'Doctor' and 'Nurse'. To create these roles in :

1. Login to frevvo as the administrative user for your tenant.
2. Click the Manage link at the top right of the page.
3. On the page that is displayed, click the 'Manage Roles' link.
4. Click the  icon and in the form that is displayed type in the desired role. Note that role names are case sensitive.

Creating the Radiology Referral Form

1. Create a new form and drag and drop controls as desired. 
2. In the Figure above, we have:
   1. Created a section for the Nurse to fill out patient information including procedure to be performed. 
   2. Created a section for the Doctor called Doctor Signature. 
   3. 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.
   4. 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.

Creating the Workflow

1. Set the order of forms in your workflow

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

1. 1. Click on the first step
      
      1. 1. Click anywhere inside the  General Settings properties section. Set the Button Label for the first step to 'Send to Doctor'.
   2. Click on the second step.
      1. 1. Click anywhere inside the  Task Assignment properties section. Assign the role 'Doctor' by selecting it from the dropdown.
         2. Click anywhere inside the Messages properties section. 
            1. Set the Task Information 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.
            2. Set the Pending Message to 'Your referral has been sent to a Doctor for approval.' This will be displayed on the Nurse's screen.

3. Notification Emails

You can configure email notifications for a particular step. In this example, an email would notify Doctors when referrals are pending for their approval.

1. 1. Click on the second step.
   2. Click anywhere inside the Task Assignment properties section.
   3. Customize the subject as well as message content in the Task Notification section. You can use data from the flow by referring to controls in forms using templatized strings such as {FirstName}, {PatientName} etc. Select the fields from the dropdown.

4. Setup Actions

Configure form and document actions as desired. See general flows documentation 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

Click the toolbar at the top of the Flow Designer. In the Flow properties panel,

1. 1. Give the workflow a name e.g. Radiology Referral Flow.
   2. In the Navigation drop down, select None. We do not want to show a Navigation toolbar at the top of this flow.
   3. Click the icon to display the Access Control wizard. When Who can start the flow is visible in the Permission drop down, select Authenticated Users (login required). This ensures that only users who are logged in to the same tenant will be allowed to use the workflow. Click the Finish button.

Testing the Workflow

On the Flows page, click the Test button for your workflow. Make sure your user does not have the 'Doctor' role.  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,  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.  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,  will display the Pending Message 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

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:

1. Logout and login as the doctor user.
2. You should see your Task List similar to the Figure above. 
3. You will see a task corresponding to the referral we just submitted above.
4. You can view an audit trail, modify the task and perform it. 
5. Click the Perform this task (left most icon) icon.
6. The Radiology Referral form will be displayed in a popup window.
7. The parts that were filled out by the Nurse will be automatically populated and the Doctor-specific signature Section will now be visible.
8. After reviewing the information and making any changes, you must click the 'Sign this section' button to digitally sign the form.
9. 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 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.

Options for Signing

One signing option is the 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.

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 Approval

Quick Approval 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.

Sharing/Embedding the Workflow

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 the tutorial on embedding forms and workflows.