How To: Creating The Best Workflows in HUB Healthcare

May 30, 2024

Guide to Creating Workflows in HUB Healthcare

Introduction to Workflow Creation

Guide: Workflows in HUB Healthcare are designed to streamline tasks and processes, guiding you through various stages for enhanced organization and efficiency.
Action: Read on to learn how to design an effective workflow for your needs.

Access Workspace Settings

Guide: Your first step is to access the workspace settings to initiate workflow customization.
Action: Click on the menu dropdown in your workspace and select ‘Settings.’

Click ‘Edit Workspace’

Action: Select ‘Edit Workspace’ to enter the customization area of your workspace.

Access Case Stages

Action: Navigate to ‘Case Stages’ within the workspace settings. This is where you’ll define the framework of your workflow.

Set the Number of Stages

Guide: Define the structure of your workflow by adding stages. Each stage represents a phase in your process.
Action: Click the plus button to add up to 7 stages. Name each stage to reflect the steps in your workflow.

Create Steps within Stages

Guide: Break down each stage into specific, actionable steps.
Action: In each stage, use the provided tools to add and define the steps. This could include tasks like document reviews, approvals, or specific actions.

Create Workflow Steps

Guide: You can choose from different types of steps depending on your workflow needs.
Action: Open the dropdown menu to explore and select the types of steps that best fit your process.

Placing Steps in Stages

Guide: Assign the created steps to the appropriate stages in your workflow.
Action: Drag and drop each step into its corresponding stage, ensuring a logical flow of tasks.

Edit and Expand Workflows

Guide: Your workflow is not set in stone. It can be edited and expanded as your needs evolve.
Action: Feel free to add more steps, modify existing stages, or create new workflows for different aspects of your workspace.

Customize and Save Your Workflow

Guide: With the structure in place, it’s time to personalize your workflow to suit your specific requirements.
Action: Customize your workflow, making sure it aligns with your operational goals. Once satisfied, click ‘Save’ to implement your new workflow.

Conclusion: Creating and customizing workflows in HUB Healthcare is a dynamic process that allows you to standardize operations and improve efficiency. Remember, your workflows are crucial for maintaining organized and effective processes, directly impacting the success of your cases and overall operational efficiency.

What Is HUB Healthcare?

HUB Healthcare offers a comprehensive solution designed to ensure HIPAA-compliant communication in healthcare settings. With features such as secure messaging, encrypted document management, and detailed audit trails, HUB Healthcare provides the necessary tools to protect patient information and comply with HIPAA regulations. By leveraging HUB Healthcare’s robust platform, healthcare organizations can facilitate secure and efficient communication, ultimately improving patient care and operational efficiency.