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public:gorev:workflowdesigner [2015/12/02 19:16]
127.0.0.1 external edit
public:gorev:workflowdesigner [2016/02/08 21:39] (current)
albert
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 --- ---
  
-This module will allow you to create very granular workflow lists of accounts. ​  Many different data sources have been aggregated into this one module and are available for your use.  You can get to this area by clicking Admin and then {{:chartyaxissettings_32x32.png?}}+This module will allow you to create very granular workflow lists of accounts. ​  Many different data sources have been aggregated into this one module and are available for your use.  You can get to this area by clicking Admin and then {{:public:​gorev:​wficon.png|}}
  
  
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 Step 1 --> Specify the filter options to get your list of accounts created. ​ The filter options are on the left hand side of the screen shown in the picture below. ​ See workflow filtering options section for a description of what each does. Step 1 --> Specify the filter options to get your list of accounts created. ​ The filter options are on the left hand side of the screen shown in the picture below. ​ See workflow filtering options section for a description of what each does.
  
-{{:wd1.png?}}+{{:public:​gorev:​wfoverview.png|}}
  
 Step 2 --> Click Save and the below window will appear. ​ Name your workflow (this the name that will appear on the workflows section for the biller to select...keep it short but informative). Step 2 --> Click Save and the below window will appear. ​ Name your workflow (this the name that will appear on the workflows section for the biller to select...keep it short but informative).
 Click Save. Click Save.
  
-{{:wd2.png?}}+{{:public:​gorev:​wfsave.png|}}
  
 ===== Editing or deleting an existing workflow ===== ===== Editing or deleting an existing workflow =====
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 From the main workflow screen click open --> pick the workflow from the list you want to edit or delete as shown in the screenshot below. From the main workflow screen click open --> pick the workflow from the list you want to edit or delete as shown in the screenshot below.
  
-{{:wd3.png?}}+{{:public:​gorev:​wfload.png|}}
  
 Click Open again. Click Open again.
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   - Registration =   - Registration =
  
-{{:wd4.png?}}+{{:public:​gorev:​wfdepartment.png|}}
  
 **This section lets you filter by status types.** **This section lets you filter by status types.**
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   - CAS_16 =   - CAS_16 =
  
-{{:wd5.png?}}+{{:public:​gorev:​wfstatus.png|}}
  
 **This section lets you filter by account age (age calculated as number of days from discharge) **This section lets you filter by account age (age calculated as number of days from discharge)
 ** **
-{{:wd6.png?}}+{{:public:​gorev:​wfage.png|}}
  
 **This section lets you filter by insurance carrier (aka financial class) **This section lets you filter by insurance carrier (aka financial class)
 ** **
-{{:wd7.png?}}+{{:public:​gorev:​wfcarrier.png|}}
  
 **This section lets you filter by internal locations (for example, if you have one main hospital campus and multiple hospital outpatient departments.** **This section lets you filter by internal locations (for example, if you have one main hospital campus and multiple hospital outpatient departments.**
  
-{{:wd8.png?}}+{{:public:​gorev:​wflocation.png|}}
  
 **This section lets you filter by dates of service.** **This section lets you filter by dates of service.**
  
-{{:wd9.png?}}+{{:public:​gorev:​wfdos.png|}}
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