Workflows

Automating your business processes

Workflows in a Social Care Agency

Workflows in a social care agency are structured sequences of tasks and activities designed to manage and streamline the delivery of care services. They help ensure that care providers follow consistent procedures, maintain compliance with regulations, and deliver quality care. Typical workflows may include:

• Client Intake and Assessment: Gathering information about new clients to assess their needs and create personalized care plans.

• Care Plan Development: Developing detailed plans that outline the type and frequency of care services required by each client.

• Service Delivery: Coordinating and delivering the appropriate care services according to the established care plans.

• Monitoring and Evaluation: Regular review and assessment of the client's progress and health status to make necessary adjustments to care plans.

• Record Keeping and Documentation: Maintaining accurate and up-to-date documentation of all care activities and client interactions.

Workflows help optimize resource utilization, enhance communication among staff, and improve the overall efficiency and quality of care provided.

Workflow Dashboard

If your agency has subscribed to Workflows, you can access the Workflow functionality from the left menu.

The Active Workflow dashboard displays all workflows that are in 'flight'. More details about any of the 'in-flight' workflows can be seen by opening up the detail window, by clicking the 'edit' icon to the left.

A workflow can be 'Paused' or 'Closed' before it completes all its steps, from the CTAs in the left column. Clicking an edge or node shows the details about it in the right-most column.

Workflow Library

All workflows that may have been created by your agency or subscribed to are listed and can be accessed using the Workflow Library tab.

All your workflows can be accessed from the dropdown on the top left. Selecting any workflow will open up the workflow for viewing. The workflow can be edited by going to the 'edit' mode.

The 'edit' mode allows you to edit an existing node or edge, change/update, or insert new nodes. The changes made to the workflow can be saved as a new version of the workflow.

Workflow Builder

New workflows can be created from the Workflow builder tab. This tab is usually only available to an admin user. Each workflow can possibly represent an established business flow or a new flow.

A workflow usually consists of a set of nodes and edges. A default Start and End node is always added when you start a new workflow. All available nodes are displayed in the left-most column. To add a node to your workflow, simply click on the node type in the left column. A new node of this type will be added, and an appropriate form will be displayed to capture node details.

Nodes in a given workflow are connected by edges. Edges indicate the flow of the process, as the tasks are completed.

The Fieldworker platform allows the edges to perform different actions. Once you connect two nodes, a small pop-up lets you select the action associated with the edge. Depending on the action, you may be asked to add some more details for the edge.

You can save the workflow when it is complete or at any time, in between. Saving the workflow for the first time will ask you to add meta information to this workflow, which will be used by the Workflow orchestrator when a new workflow instance is instantiated.