Add a process to an allied health client’s record

Lumary AH - This article explains how to add a process to an allied health client's record.

When you're adding information about a client to a client's record, there are usually a lot of different places to store things. Processes can help save you time by showing all of the key steps in one place.

A process is made up of a series of steps or tasks. Once you've added a process to a client's record, you'll be able to see how far through the process you are. You'll also be able to check off any steps you've completed, and launch or go to places where you need to add information. Where other users are working on the same process, you'll be able to see what still needs to be done.

To add a process to a client's record:

1. Go to the client's record.
2. Click on the Home tab if it's not already open.
3. Click on the Processes tab if it's not already open.
4. Click on the Add a Process button.
5. Click on the Choose a Process drop-down list and select a process. The processes available will depend on what's been set up in your environment.
6. Click on the Next button.

This will add the process to the client's record. You can repeat these steps to add multiple processes to the client’s record.

Using a Process

As you complete each step of the process, you'll need to click on the checkbox toggle to mark the step as done. Some steps will include buttons that will link you to parts of the system where you need to add information. Once you've added the information, make sure you come back to the client's record to mark the step complete.