When you have a more complex process or workflow, that work is organized into a Flow. A flow is a group or a set of actions to be done together. Currently, flows are always pre-built and organized by program. (In other words, there's no way to have one-off flows that only apply to one patient.)



Parts of a Flow

  • Name and details - For titling and describing the work to be done
  • State - For tracking the status of the work. Options are To Do, In Progress, and Done
  • Owner - The teammate assigned to this flow or the role of what type of person should be assigned to this flow
  • Activity Log - As a flow is updated, events are automatically add to the log so there's clarity who's done what and when
  • Created / Last Updated - When this flow was created and when it was last modified


Setting a Flow Action to Done: As you work through a Flow, setting a Flow Action to Done keeps the complete action in place on the flow.


Setting a Flow to Done: When a flow is finished and you set the flow to done, the Flow moves to the patient's Data & Events archive. Nothing is editable on Done Flows except the State if you need to continue working on it.