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Workflow options for Authorizations

Calah Hansen hace 7 años en Workflow Module actualizado por Jana hace 7 años 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 hace 8 años en Workflow Module actualizado por Sheryl Martin hace 8 años 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?