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CM Customer Ideas Portal
Created by Guest
Created on May 20, 2024

Forms Workflow

When completing forms it would be useful to be able to workflow completed forms to staff members who need to complete subsequent actions

Customer Challenge

Currently have to use other areas of the system (and use processes that sit outside of the system) to alert of actions. If there was sufficient workflow available within the system a form could be completed and workflowed (where appropriate) for others to complete required actions.

Business Case

Streamlined process and improved customer experience, allowing for more elements of the process to be completed within the system

  • Attach files
  • Guest
    Reply
    |
    Aug 2, 2024

    For example, a care plan is updated and there is a requirement for the visit plan tasks or visits themselves need to be changed. It would be really useful if this completed document could be sent to a planner dashboard for them to review and make necessary changes in CCL as opposed to having to email the planner outside of the system to inform of necessary changes

  • Admin
    Shy Ghani
    Reply
    |
    Aug 2, 2024

    Hello,

    As requested, sending an update for additional information

  • Admin
    Shy Ghani
    Reply
    |
    Jun 4, 2024

    Hello,

    Do you have an example of a user case for this please?

    E.g. The type of form you are using and an example of an output you are expecting.

    We can look into this further once we have additional information.

    Thanks,