Call Intake Workflow Configuration

When enabled, the call intake workflow form will be used rather than the traditional intake dialog.

*Note: if the request group intake dialog is enabled for new requests, new requests will open that dialog instead of the workflow form.

Instructions

1. Open the settings dialog and search for the keyword “intake”.
   1. Select ‘Enable Request Intake Workflow Form’ and then select ‘Turn On’.
      1. If ‘Enable Intake Dialog’ is On, it must be turned off prior to turning on the workflow as only one intake style maybe utilized.
      2. Next, select ‘Call Intake Workflow’ to open the configuration screen.  
      3. To configure the workflow, there are four action buttons.
         1. Add New Step
            1. This will add a block and diamond. The title of the block will default to ‘New’.
            2. *Note, after the initial block is added, selecting Add New Step will prompt the user to select if they are adding another top-level block or a step below an existing top-level block.  
               1. Diamonds represent the conditions that determine which path the user will navigate through the process. To edit the conditions, double-click on the diamond to open the Expressionator.
               2. Blocks represent the sections of the form with various form controls. To edit the section, double-click on the block to open the Form Editor. Editing the Title field will change the default title of ‘New’.  
            3. Delete Step
               1. If a step needs to be deleted, select it with a single click and then select ‘Delete Step’.
            4. Move Below
               1. This will give you the option to move the selected Step below any of the other Steps or to the top level.
         2. Move Sideways

            1. This will give you the option to move the Step horizontally among the other existing Steps on the same level.

 Example Workflow Setup

1. Below is an example workflow that was setup based on Call type and Vendor. In our example you will see Interfacility, Scene, and PR as the Call Types. Interfacility (IFC) and Scene are further broken down by Vendor. Here we have Vendors A-D and Vendors 1-4.
   1. You will need to create a Step for each of your Call Types and then one for the Call Types that will be impacted by Vendors.
      1. The example shows Letter Vendors and Number Vendors in relation to Interfacility and Scene Call Types.
   2. The Begin Step is the first that will populate when you create a new Request. With that in mind, you will want to add all the necessary data need to collect that lives outside of the data specific to each Call Type. In this example we have the Call Type and Vendor since these are the two determining factors of loading the rest of the Workflow. Below is an image of the Step configured.  
   3. Each step has the appropriate Condition so that it will only display if the Call Type and Vendor match its label. Notice the examples below are for the first and third Steps, each of the others mirrors these examples accordingly.  
   4. Each Step will be customized in the same way as many other areas, Request and Patient Tabs, Patient Top Area, and others. Below is how the Workflow will display when using to create a new request.
   5. See below for examples of how the new Workflow looks and behaves.