Workflows contain predetermined scheduled events for gathering data from your patients. If your organization is using a workflow, the workflow can be started from the Dashboards or from a manager's app.
To start or stop a Workflow, and to view Workflow data, you must be assigned as a manager for the patient. For more information about assigning managers see Assigning Direct Patient Managers.
Step 1: Open the Patient Overview
To start a Workflow from the Dashboards, you will need to access the Patient Overview. Use one of the following methods to access this page. Your access may depend on your organization, your role, or your permissions.
Method 1. Use Health Overview
On the Dashboards under Live Monitoring, click Health Overview.
Find the patient for whom you would like to start the Workflow. You can use the search bar or filters to assist in locating a specific patient. Click on the patient's name to access the Patient Overview.
Method 2. Use Creation / Token
On the Dashboards under User Management, click Creation/Token.
Find the patient for whom you would like to start the Workflow. You can use the search bar or filters to assist in locating a specific patient. Click on the eye icon to the right of the patient's name to access the Patient Overview.
Method 3. Use Patients
On the Dashboard under User Management, click Patients.
Find the patient for whom you would like to start the Workflow. You can use the search bar or filters to assist in locating a specific patient. Click on the 3-dot menu to the right of the patient's name. Click User Overview to access the Patient Overview.
Step 2: Start a New Workflow
From the Patient Overview, select the Workflow tab and then click on +Start a new Workflow.
If you don't see the Workflow tab, this means that you are not managing this patient. Be sure to set yourself up as the patient's manager.
Choose your workflow from the drop-down menu.
Fill in the workflow details:
Workflow Label: This label will appear on any screens that display in the patient's app. This label is optional.
Workflow Actors: Adding your Care Team members will give them access to the Workflow data in their app. Alerts related to the Workflow will show up in their apps.
- Include one or more Patient Groups from the dropdown field to apply Patient Group managers and permissions
- Manager Actors (who are patient managers) will appear in the drop-down list. Use this field to add specific managers as opposed to managers connected through the Patient Group settings. If your actor is not on the list, be sure to add them as a manager.
You can add additional Workflow Actors by clicking on the +Add button. To remove an Actor who has already been added, click the X to the right of the dropdown menu field.
Demo Mode: Putting the Workflow in demo mode allows you to preview what the patient will see in their app. Demo mode shortens the day to a few minutes (details are shown on the screen when you set the mode). Ensure that you turn demo mode off for actual patient monitoring.
Vitals Entry Mode: Choose whether you want the patient to add their vitals through manual entry or by using a paired device.
Setting the time for questionnaires to appear: Choose the time of day that Workflow specific questionnaires should appear on the patient's app. These questionnaires will include predetermined questions and prompts to take Workflow specific vitals.
The remaining Workflow details will be unique to the Workflow you are using. You may be asked to set thresholds, select the health data that you'd like to collect, or set other items pertinent to your patient's care.
Once you've completed the form, click Save. This will start the Workflow for this patient.
Once your Workflow is started, it will appear on the Patient Overview page under the Workflow tab and beneath Ongoing Workflows.
