How to Set Up Workflow for Telstra Health Clinical Manager Integration

Assurance Workflow can now be set up with your Telstra Health integration for either a single or multi-facility. This will allow the Person Responsible to be set as the person who is the approver in the first stage.

Please Note: We suggest you do not set up workflow until after the integration is turned on and the first six (6) months of data comes through. Please see this guide on setting up the Telstra Health integration.

 

This guide provides step-by-step instructions on how to

Check that the Business Unit(s) Name(s) match the spelling of your Facility Name(s) in Clinical Manager

set up a workflow for your Telstra Health Clinical Manager integration.

 

To Check that the Business Unit(s) Name(s) match the spelling of your Facility Name(s) in Clinical Manager

Before you begin to set up a workflow for your Telstra Health Clinical Manager Integration system you must first ensure that the name of your Business Unit(s) match the spelling of your Facility in Clinical Manager. These steps will help you double check this.

1. Select the Gear in the top menu

2.Select the Registers & Forms Templates button

3. Select the template that is set up with the integration

4. Select the Fields tab

5. Click the +New Field button

6. Click Create a New Field

7. Type the Facility Name in the space provided beneath Integration Metadata

8. The facility name should appear in the dropdown menu, if it does not, please check that you have spelt the name correctly.

9. You do not need to save this as a field in your template, simply click the x in the top right of the window to exit this New Field screen.

To Set up a Workflow for your Telstra Health Clinical Manager Integration

1. Select the Gear in the top menu

2. Select Business Units

3. Here you should see a list of all of your Business Units

4. These Business Unit names should match the Facility names that appeared in the Integration Metadata menu shown in Step 9 of the first section of this guide. If any of the names do not match simply click the Business Unit you would like to edit and select Rename and type the Business Unit name so that it matches the Facility Name.

5. Select the Gear in the top menu

6. Select the Registers & Forms Templates button

7. Navigate back to the template, that is set up with the integration

8. Click the Workflow tab

9. Click Edit

10. Here we are going to change the Approval Rule to Based on Business Units

11. Click the downward facing arrow beneath the Approval required to move to the next stage option

12. Select Based on Business Units from the dropdown menu

13. Then set up each user for approval against each Business Unit

Please Note: You will not be able to save until you add a user for "All other business units". This is to cover another business unit (facility) being added, or a form coming through without a business unit allocated. For a single facility, we would suggest the same person as the business unit. For a multi-facility we would suggest an administrator of Assurance.