You want to be informed every time a new Activities of Daily Living Assessment cost is added to any of your company’s cases. Can workflows help you?
Yes. Create a new workflow and set its trigger type to Costs Billed. Select Activities of Daily Living Assessment from the Activity dropdown list.
You only need one workflow step and you may like to create a new task title for it, such as Check ADL assessment billing. You will learn how to do this later in Lab - Admin.
Allocate the task to yourself in the step's Allocate to: dropdown list.
When the workflow runs and generates tasks you will see them in your list of Tasks, where you can also see which case they relate to.
You want a certain workflow to activate when the follow up appointment has not been booked for Comcare cases. How do you do this?
You need to give some thought to the trigger for your workflow. In other words, is there a system event that Case Manager can 'notice' to identify cases where this appointment has not been booked? The short answer is no. Workflows are activated when things happen, not when they don't happen.
Another way to address the issue is to design a different workflow that triggers when new Comcare cases are created. This would include a step for booking the follow up assessment. Thus, if the Book follow up appointment task had not been completed within the time allowed, at a case the task would be shown as overdue. It will also be shown as overdue at the list of Tasks for all users. You will learn more about managing the tasks of all users at Quality management.
When you look at a task in the list of Tasks, you can quickly get to the case involved.
In the previous lab exercise you may have noticed that there is also a Manual trigger for workflows. When this is set, the workflow can be triggered manually from the Tasks tab of a case. So the workflow you originally wanted to activate could be manually triggered at a case once it was apparent at the list of Tasks that its Book follow up appointment task was overdue.
Next module: Reports