Lumary AH - This article explains how to add a process to an allied health worker's record.
When you're adding information about a worker to a worker's record, there are usually a lot of different places to store things. Processes can help save you time by capturing all of the key steps and information in one place.
A process is made up of a series of steps or tasks. Once you've added a process to a worker'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 worker's record:
- Go to the worker's record.
- Click on the Processes tab.
If there is already a process in progress for the worker, you'll need to complete it before you can add a new process.
- Click on the Add a Process button.
- 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.
- Click on the Next button.
This will add the process to the worker's record. 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 worker's record to mark the step complete.
Most of the processes on a worker's record will help you add information to different sections on that record. Once you complete a process, it will disappear. You'll need to click on the tabs on the worker's record to edit the information you added.
Once you add a process, you'll need to either complete all of the steps in the process or delete it before you can add a new process.