Overview
This workflow supports school-based compliance requirements.
Prerequisites
To utilize this workflow, users require the appropriate access level. To confirm access, navigate using the following steps:
Navigate to the Admin Module and select "Access Level"
Select the Access Level of interest from the dropdown at the top of the screen.
Navigate to the section called "Providers"
Open the subsection called "Enrollments"
Toggle School Enrollment Workflow to "On"
Adding a School Enrollment Workflow
Navigate to the Provider Module
Select "Enrollments"
Select the pencil icon on the Payor Tile
Select "New Application"
Choose "School" from the list of options
Workflow Steps and Progression
The Authorization Request Workflow consists of the following five steps:
Provider Requirements Added
Provider Upload
Internal Verification
Submit for Site Verification
Compliant with Site
Step Assignments
Users can assign workflow steps to specific team members.
Assigned users will receive an email notification when they are responsible for a step.
Moving Between Steps
As progress is made, move the workflow to the next step by clicking on the button in yellow called 'Next'.
While transitioning between steps, you can:
Attach documents.
Add notes for additional context or follow-up.
Assign a step to a user
Timeline View
All actions related to the workflow are recorded in the Timeline, located at the bottom of the Workflow Page. This provides a comprehensive history of the workflow's progression.
Dashboard Alerts
When a workflow is triggered, alerts appear in the Patient Alerts Section via the Central Dashboard. These alerts show:
The current step of each workflow.
The assigned user for the step.
The Dashboard provides a clear view of the workflow's current status, including:
Which step the workflow is on.
The assigned individual.
Any pending or overdue steps requiring immediate action.
Alert Types
Pending Alerts: Displayed when a step is in progress but not yet completed.
Overdue Alerts: Triggered when a step is not completed within the designated timeframe:
Step 1: 3 days
Step 2: 3 days
Step 3: 3 days
Step 4: 5 days
Step 5: 5 days
Note: If you do not see alerts as expected, check your Access Level!
Additional Workflow Features
Abandon Workflow: At any point, users can choose to abandon the workflow by clicking the "Delete" button.