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Fixed

KNOWN ISSUE: WORKFLOW TASKS TRIGGERING RETROACTIVELY

Rachael Smith (Care Team Manager) 12 months ago in Workflow Module updated 12 months ago 4

KNOWN ISSUE:  Workflow Tasks are triggering retroactive workflows.  Our engineers are currently evaluating this issue.  We will update you when this has been resolved.  If you have any questions please send a ticket to Procentive Customer Support.

Thank you,

Rachael Smith

Onboarding and Implementation Team Manager

Answer

This issue has been resolved.

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Workflow set-up using staff interaction type - anyone with experience using this?

Calah Hansen 1 year ago in Workflow Module updated by Kim Ross 1 year ago 4

Hi all, 

Does anyone use interaction type when setting up Workflows?  We are interested but want to find out more information before changing all current clients/ staff/ interaction types.  Thanks in advance for any help on this!

Calah

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workflow - complete status

This week, noticed an issue with workflow not allowing you to change project status to "complete".  Anyone experiencing this issue or have a ticket in on this issue?

Answer

Hello Jamie!

As the others said this is a new permission from the enhancements that went into the system last week. The permission is called "Ability to set Project complete". Once you have been granted that permission you will be able to complete workflow projects


Here are step by step instructions:

Staff Module > Select a staff > Role tab > Select Edit Roles link > type project > Check "Ability to set Project complete" > Select Change Role


Repeat these steps for any of the roles that need to complete workflow projects :)

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Workflow

teresa.trepanier 2 years ago in Workflow Module 0

Is anyone else having issues with workflow with the interaction types that you use? We have multiple programs so how I have it set up is I have a project for tx plans but for each program. for example I have a tx plan for ARMHS and MH I then set each of them up with their own workflow project by program and they each have their own interaction type for that program. However when I change one it changes the other to what I just updated let's say Mental Health. I am getting really annoyed. I did not even copy one from the other and they are different tx plans as well. Anyone else notice this? 

thank you 

Teresa with North Homes Children and Family Services 

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H2015 UA location

Kayla Kenworthy 2 years ago in Workflow Module updated by Kris Copeland 2 years ago 1

For a H2015 UA code, what would you put for the place of service? I've had it office, telehealth, etc. and MN DHS will not cover

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Workflow not working

Rochelle Garcia 2 years ago in Workflow Module updated by Ben Simpson 2 years ago 5

Hello


Has anyone experienced the workflow module not working today? All of our staff has complained about their workflows popping up from 2014.  Even after sorting and filtering it still shows all of the projects in the module.

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Workflow options for Authorizations

Calah Hansen 2 years ago in Workflow Module updated by Jana Judisch 2 years ago 3

HI all,

We would like to have a Workflow to remind staff when an authorization form needs to be completed to request more sessions.  We currently use the MN Universal Form, UCare Auth Form and the DHS MA Auth Form.  I am trying to figure out how to set-up a workflow so that the right form is attached to the related record.  Thanks for your ideas!

Calah

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workflow and workflow defeinitions

shsmark 3 years ago in Workflow Module updated by Sheryl Martin 3 years ago 4

I would love some feedback from anyone who has had a satisfactory experience with work flow and workflow definitions. How did you set it up and how is it working for your agency?