Assigning Workflows to a Provider Document

Workflows are used to add specific functionality to documents, dictating what type of document is being used and what actions should be taken with it. 

Accessing Workflows: 

• Click the Settings icon at the top-right corner of any screen. 
• From the Settings menu that appears in the top-left, select Provider Library.

• To assign a workflow to a new document, click Add Item.  
  • To add or modify a workflow to an existing document, click the pencil iconnext to the item. 
• Select the desired workflow from the dropdown menu.  

To use the workflow: 

• Select the workflow. 
• If a fillable form appears after selecting the workflow, choose the form that will be used for this workflow. 

Types of Workflows: 

• Application Workflow: 
  • MUST SELECT “Initial” or “Reappointment” in the Fillable Form Area. 

• • Automatically sets the effective and expiration dates to match the privileging dates. 
  • A reference list will be provided in the Peer Reference form once the Application is completed. 
• Authorization and Release Workflow: 
  • MUST SELECT a Fillable Form to make Peer Reference Request available once the form is completed.  
  • Automatically sets the effective and expiration dates to match the privileging dates. 
• DEA Workflow: 
  • Option to enable monthly monitoring. 

• • Automatically selects the effective, expiration, and verified dates, and collects the license number. 

• • Only one DEA document can be included in the library. 
  • Once verified in the provider’s checklist, monthly monitoring will begin.  
  • See more on Performing Verifications.   
• DOP Workflow: 
  • MUST SELECT a Fillable Form to use the DOP forms created in the system.  

• • Automatically sets the effective and expiration dates to match the privileging dates. 

• • Can have an unlimited number of DOP workflows. 

• • See Setting Up DOP Forms. 
• Fillable Form Workflow: 
  • MUST SELECT a Fillable Form to make it available for sending a request to complete. 

• • Automatically sets the effective and expiration dates to match the privileging dates. 
• OIG Workflow: 
  • Option to enable monthly monitoring. 

• • Automatically checks the verified date. 

• • See more on Performing Verifications. 

• Peer Reference Workflow: 
  • MUST SELECT this workflow to request the peer to complete the form within the system. 

• • Automatically sets the effective and expiration dates to match the privileging dates. 

• • REMINDER: The Peer Reference form can only be requested after the Authorization and Release workflow is completed. 

• • See more on Managing Peer Reference Requests 

• State License Workflow: 
  • Option to enable monthly monitoring. 

• • Automatically selects the effective, expiration, and verified dates, and collects the license number and state. 

• • Only one State License workflow can be added to the library. 

• • See more on Performing Verifications.