In the last lesson we learned how to send messages in Welkin. In this lesson, we'll learn about one of the main workflow organization tools, the Care Flow.
In this lesson, you'll learn:
- What a Care Flow is
- How to create a new Care Flow
- How to edit an existing Care Flow
What is a Care Flow?
A Care Flow is a 3-tiered task tracking tool that is optimized for the healthcare industry. Care Flow tiers follow a Project, Task, Sub task structure and can leverage pre-defined templates or free form. Care Flow templates are useful for capturing and tracking standardized tasks over a period of time while free form Care Flows may be better at serving populations with dynamic care needs.
Care Flow Features:
- Templates. There are various Care Flow templates (listed on the chart) from which you can choose.
- Manually or automatically generated. Some care flows are automatically generated after taking other actions (e.g. after a needs assessment (New Provider), the provider search care flow will appear.
- Editable. You can adapt templates as needed or make new ones from scratch.
- Assignable. You can assign elements of the care flow to yourself and/or to other team members.
- Reminders. Interventions within the care flow can be given a reminder date. This will generate an alert in the inbox of the assigned team or individual when the item is due. Some reminder dates are automatic based on operational needs (e.g. an event that should occur 3 days after the last event).
- You change the name and title to give more context. Use the pencil icon.
- You can delete interventions If they are not relevant to your workflows - we’ve designed it that way.
- Key due dates are set through the template to support in workflow or may be predefined as part of the template.
- Patient / Clients can have multiple care flows (ex. multiple provider searches).
- Even when complete they will remain at the top of the client’s profile. If they are deleted - that information will not be in the client's’ profile / timeline.