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Workflow definitions - Can we add them just to one account for a trial?

jessica 10 месяцев назад в Workflow Module обновлен Sheryl Martin 10 месяцев назад 1

I would like to try to set up Workflow definitions and alerts. Am I able to do that on my account only without it sending alerts to other Procentive accounts on my agency? I was hoping to learn more about the process before introducing it to our entire team. 

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Workflow alerts

Julie R. Anderson, MA, LMFT 1 год назад в Workflow Module 0

I'm trying to set up alerts in Workflow to send reminders 15 days prior to the expiration date. I've looked at Workflow definitions and I *believe* I set up an alert but I'm not sure if it will be activated correctly. Thoughts?

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Workflow Question

Laura Anderson 1 год назад в Workflow Module обновлен Bobbi 1 год назад 1

Does anyone else have a Clinical Trainee and use workflow to send documents that need the Clinical Supervisor's signature to them once complete? We have ongoing issues with this working correctly, specifically the Clinical Supervisor that needs to receive the Clinical Trainee's documentation also receives our other Clinical Supervisor's documentation as well. 

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Исправлен

KNOWN ISSUE: WORKFLOW TASKS TRIGGERING RETROACTIVELY

Rachael Smith (Care Team Manager) 3 года назад в Workflow Module обновлен 3 года назад 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

Ответ
Rachael Smith (Care Team Manager) 3 года назад

This issue has been resolved.

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

Calah Hansen 3 года назад в Workflow Module обновлен Kim Ross 3 года назад 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

Jamie Skrove 4 года назад в Workflow Module обновлен Deanna Cahoon-Draus 4 года назад 3

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?

Ответ
Deanna Cahoon-Draus 4 года назад

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 4 года назад в 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 4 года назад в Workflow Module обновлен Kris Copeland 4 года назад 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 4 года назад в Workflow Module обновлен Ben Simpson 4 года назад 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 4 года назад в Workflow Module обновлен Jana 4 года назад 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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