Create a Process

In this article, we'll walk through:

• How to create a Process
• What are the different outcomes that are supported
• What conditions can be specified and the order of computation

After reading this documentation, you will:

• Understand how to create a Process to support your workflows

To create a new Process in Workshop, follow the steps below.

1. Ensure you’ve checked out your configuration so you can make changes to your Program.
2. In the Workshop Menu, select Processes. You will then be taken to the Processes screen which lists all the Processes created for this Configuration.
3. Click on Create Process to create a new Process.
4. You can choose from the following outcomes
• Create alert
• Create care plan
• Change patient’s phase
• Send a message (email or SMS)
• Schedule an event
• Reassign patient's coach
5. You will then be taken to the Edit Process page, where you will need to enter information in the fields to outline the conditions under which this Outcome will be executed.

For all Outcomes, use the following guidance to create your process.

Choose a name for the process.  Tip: Choose a name that will be recognizable and relevant to what the outcome will be. Example: “Intake care flow for new patients” or “Satisfaction survey overdue alert”

For the outcome you chose, choose the content that should be triggered. Tip: You can only choose from Elements you created in Workshop (example: “Intake care flow” or “Satisfaction survey overdue alert”

Choose the condition that your process will be executed. You can choose from the following outcomes and specify the details of the conditions  (note: some combinations are not valid based on your outcome as they could cause an infinite loop)

• 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

Adding an additional condition - Custom Data Type

Workshop supports the ability to optionally add an additional Custom Data Type value as a another condition that must be met before the outcome is triggered. Support for other conditions to be enabled as an additional condition may be supported in the future.

Note: Only Custom Data values that are defined in your Workshop configuration are available to include as Conditions. Values such as those in default sidebar sections (like labs or allergies) are not available options to choose.

The Process will only be executed based on the first condition being met and the current value of the Custom Data Type(s) selected. The process will not be executed based on historical or past values that may have been set for the Custom Data Type(s).

Let’s walk through some examples to illustrate how this works.

Outcome: Trigger the “Escalation” Care Flow

Example 1: Execute when the following conditions are met

“Intake Assessment is completed with the answer to the question “Do you have negative thoughts or self harm” is answered “Yes”

AND

Custom Data Type “Risk” has a value greater than “4”

In this example:

• If the current value of “Risk” is 5, then the Care Flow would be triggered.
• If the current value of “Risk” is 2, but a previous value was 9, this Care Flow would NOT be triggered.
• If the current value of “Risk” is 4 but then set to “9”, this Care Flow would NOT be triggered.

Example 2:  Execute when the following conditions are met

When a patient enters phase “In Care”

AND

Custom Data Type “Risk” has a value greater than “4”

AND

Custom Data Type “Condition” has a value of “Insomnia”

In this example:

• If the current value of “Risk” is 6 and the Condition is “Insomnia” and the patient enters into the Phase “In Care”, then the Care Flow would be triggered.
• If the current value of “Risk”is 6 but the current value of Conditions is not set to “Insomnia”, then the Care Flow would NOT be triggered when entering phase “In Care”.
• If after entering the phase “In Care”,  the Coach manually updates the value of Conditions to be “Insomnia”, the Care Flow would not be triggered (because the condition of  “enter the phase” did not occur)

Learn more about Processes:

• Processes Overview