Workflows

Workflows can be triggered by appointment events (booked, completed, cancelled), clinical events (result received, diagnosis recorded, prescription issued), time-based events (days since last contact, recall due date approaching), and administrative events (patient registered, document received). You can combine triggers with conditions to precisely define when workflows run.

Yes. Workflows can send SMS, email, or portal messages to patients. Common uses include appointment reminders, post-consultation follow-up messages, results available notifications, and recall reminders. Messages are sent from templates with personalisation fields, and respect patient communication preferences.

Create a workflow triggered by prescription of specific medications. Set the action to create a recall at the appropriate interval (e.g., 3 months for lithium monitoring). The recall generates tasks when due, ensuring patients on monitored medications are invited for appropriate tests. The workflow runs automatically for every new prescription of the specified medications.

Yes. Workflows can be configured to alert senior clinicians when specific conditions are met: critical result values, overdue safety tasks, or safeguarding triggers. Escalation can be immediate (instant alert) or time-based (alert supervisor if not actioned within 4 hours).

Workflow dashboards show activity for each workflow: how many times it has triggered, what actions resulted, and any failures. You can review individual workflow runs to see exactly what happened. Test mode lets you simulate workflows before activating them for real patients.

Yes. The workflow builder uses a visual interface where you select triggers, conditions, and actions from menus. No coding is required for standard workflows. For complex requirements, our support team can help configure advanced workflows.