In this article, we'll walk through:
- What are Care Flows?
- How to use Care Flow templates to operationalize team workflows.
- Care Flow template capabilities.
After reading this documentation, you will:
- know what workflows are best suited for a Care Flow template.
- know the three tiers of a Care Flow.
- know best practices for creating Care Flows with Tasks assigned to the same person, for the same day.
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 freeform Care Flows may be better at serving populations with dynamic care needs.
When workflows involve steps that may need to be completed over an extended period of time—or will require inter-team collaboration—Care Flow Templates can be used to better organize these workflows.
Care Flows are displayed in the Patient Profile and organized in three distinct tiers—“Title,” “Goal,” and “Task,” though Workshop allows you to customize these labels with different terminology, if needed.
The initial Title tier is displayed in the tab at the top of the Care Flow. The Title articulates the concern the Care Flow was created to address. Clicking the Title tab reveals the second tier, the Goals. The Goals outline the milestones that need to be achieved to address the concern of the Care Flow. Clicking on a Goal expands the third tier, the Goal’s associated “Tasks.”Tasks are the steps that need to be taken in order to achieve the Goal, and thereby resolve the concern of the Care Flow..
Care Flow templates
By creating Care Flow templates, you can operationalize your team’s workflows to ensure that steps or key actions aren’t being missed, and reduce the manual entries of common Goals or workflows by your team.
Common examples of Care Flows include:
- Use case: patient goals
- Use case: prior authorization
- Use case: escalation
For each Care Flow template, you can set the Title, Goals, and Tasks for common workflows. Tasks can be configured to assign a default owner or default due-date to support your recurring workflows.
May we suggest: If a Goal contains multiple Tasks which are assigned to the same owner and due on the same day, enter the due-dates but assign only one Task to the owner, saving them from receiving multiple Task Alerts for the same patient and reducing the possibility of Alert fatigue.
Care Flow templates can be triggered to automatically appear in the Patient Profile by a Process, or manually added by a coach from the drop-down menu of template options.
Important note: Once they’re added to the Patient Profile, coaches can manually edit Care Flows to customize it for their needs. This can include updating Task assignees and due-dates.