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.

https://app.tango.us/app/embed/Configuring-Custom-Steps-and-Stages-in-Workspace-52d1a3c329cf485a913b9b39f0b8a7d7

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.