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 in ' submissions repository.
    
    

==Setup users and roles in frevvo==
<div style="font-weight:bold;background-color:#ffce7b">This is a one-time setup that will have to be performed by an administrator.</div>

<div style="font-weight:bold;background-color:#63ffc7">[[Image:Lightbulb.png]] View the [http://www.youtube.com/watch?v=wzN_Vs0P7ho&hd=1 SaaS Multi-tenant/Workflow Setup] video to see details of setting up your tenant on frevvo's SaaS server.</div>
<div style="font-weight:bold;background-color:#63ffc7">[[Image:Lightbulb.png]] View the [http://www.frevvo.com/bucket/help/video/its/its.html In-house Multi-tenant/Workflow Setup] video to see details of setting up your tenant if you are using the In-house version.</div>

For our example, we will need two roles 'Doctor' and 'Nurse'. To create these roles in frevvo:
# Login to frevvo as the administrative user for your tenant.
# Click the Manage link at the top right of the page.
# On the page that is displayed, click the 'Manage Roles' link.
# Click the [[Image:Add.png] 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==
<div style="font-weight:bold;background-color:#63ffc7">[[Image:Lightbulb.png]] Read the [[V4_Designing_Forms|general frevvo documentation on designing forms]] for a detailed discussion of frevvo forms and their features.</div>
<div style="font-weight:bold;background-color:#ffce7b">In particular, make sure you understand the Name property of a control. You can find more information [[V4_Designing_Forms#Name | in the documentation]]</div>.

[[Image:Workflow_Patient_Referral_Form.png|frame|left|Patient Referral Form]]
<br style="clear: both" />

# 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. '''Note: This part is not shown 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 [[V4_Designing_Forms#Name | the Name field for these two controls ]] shows the names FirstName and LastName respectively.'''
## 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.

==Creating the Workflow==
<div style="font-weight:bold;background-color:#63ffc7">[[Image:Lightbulb.png]] Read the [[V4_Designing_Flows|general frevvo documentation on designing flows]] for a detailed discussion of frevvo workflows and their features.</div>

===1. Set the order of forms in your workflow===

[[Image:Workflow_Patient_Referral_Flow.png|frame|left|Patient Referral Flow]]

<br style="clear: both" />
# Create a new flow by clicking on the Flows menu item and clicking the New [[Image:Add.png]] 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.

<br style="clear: both" />

===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" />
# Click on the first step (activity).
##Leave the Role blank. Any logged in user can perform this step.
## Set the Button Label for the first step to 'Send to Doctor'.
# Click on the second step (activity).
## Assign role 'Doctor' by selecting it in the properties panel.
## 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.
## Set the Pending Msg 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 activity. In this example, an email would notify Doctors when referrals are pending for their approval.
# Click on the second step (activity).
# Click the 'Setup Task Notification Email' link.
# 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 [[V4_Designing_Forms#Templatized_Strings | templatized strings]] such as {FirstName}, {PatientName} etc.

===4. Setup Actions===
Configure form and document actions as desired. See [[V4_Designing_Flows | the 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,
# Give the workflow a name e.g. Radiology Referral Flow.
# In the Navigation drop down, select None. We do not want to show a Navigation toolbar at the top of this flow.
# 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==

On the Flows page, click the Test button for your workflow. Make sure your user does not have the 'Doctor' role. frevvo 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 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 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 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===

<div style="font-weight:bold;background-color:#63ffc7">[[Image:Lightbulb.png]] Read the [[V4_Tasks_Home_Page| task list documentation]] for a detailed discussion of task lists and their features.</div>
[[Image:Workflow_Patient_Referral_Task_List.png|frame|left|Task list for Doctor]]
<br style="clear: both" />

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.
# 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.
# Click the + icon to expand Radiology Referral Flow.
# 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 icon (left most 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===

[[Image:Doctor_Signature.png]]

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==
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]].