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  1. workflow - additional trigger options and filter for payer type (custom field)

    Is it possible to get additional triggers added in workflow? We are looking at a few different types of notifications - such as when data is missing - for example Client Module, Payer Tab, Eligibility sub-tab - maybe days after a new Payer is added - ?

    Also would be helpful with payer-specific workflows to be able to set workflows based on our custom payer TYPE field so we don't have to select/unselect 100s of payers for each workflow setup.

    2 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Workflow Record View

    It would be beneficial to tie the client's name link to the project list associated with workflow on the home module dashboard.

    Suggestion: To have the client name record appear on the Home > Projects list without it being tied to the Client Module > Change Permissions.
    Currently the project is just listed. In order to find out who the project is associated with clinicians have to go directly into the Workflow Module to see.

    1 vote

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  3. workflow non primary staff

    It would be wonderful if Workflow's could be sent to all "active" staff associated with a client and not just to the primary staff assigned. We have multiple clients who are receiving a variety of services from multiple staff in multiple programs. If only one staff receives a workflow, this is very limiting. If we strive to set up a workflow to go to a "non-primary staff" apparently workflow cannot decipher between a staff who is marked as "active" and one who is marked as "inactive". It would be helpful if workflow could recognize the difference between these two and…

    2 votes

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