In this article, we'll walk through:
- what are Processes?
- how to use Processes to bring your program together.
After reading this documentation, you will be able to:
- determine if a set of workflows should be organized into a Process.
- identify what outcomes are supported for a Process.
- identify which Conditions can trigger a Process.
Processes automate your Program workflows. They guide every patient through your Program—according to your protocols—from start to finish. Processes are often used to ensure that the right person or team gets an Alert to do something at the right time, such as engage with a new patient upon enrollment or when a patient is flagged as high-risk. They also automate certain events, like sending an appointment reminder email the day before an appointment.
Processes consist of an Action and Conditions. An Action is triggered when the Conditions are satisfied.
Important note: Currently, only single Conditions per Action are supported. The ability to support multiple Conditions will be released soon.
Supported Actions are:
- Show an Alert to the coach.
- Change the Phase of the patient.
- Send a message (email or SMS).
- Create a Care Flow.
- Schedule an Appointment.
- Reassign a patient's coach
Conditions which can trigger the Action include:
- Patient enters a phase
- Patient exits a phase
- Before a scheduled event
- After a scheduled event
- Patient completes an assessment
- Coach completes an assessment
- Custom Data Type trigger
- Patient is created
Some commonly used Processes are:
- Show a “New Patient” Alert when a new patient is created.
- Change the Phase of the patient to “In Care,” after the “Intake” Assessment is completed.
- Show a “High-Risk” Alert when a value in the Side Bar changes.
- Add the “Health Goals” Care Flow template when the patient enters the “In Care” Phase.
Here are some additional resources: