Procentive Feature Suggestions
3 results found
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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.
4 votes -
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.2 votes -
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…
3 votes
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