Workflow Optimization in HUB Healthcare: A Detailed Guide

Introduction: Optimizing workflows in HUB Healthcare is essential for efficient case management and tracking. This guide provides a step-by-step approach to leveraging the platform's capabilities for maximum operational efficiency.

Step-by-Step Guide:

Step 1: Accessing Case Tab

• Guide: Begin by locating all your cases listed under the case tab.
• Action: Navigate to the case tab to view your list of cases.

Step 2: Monitoring Case Progress

• Guide: Each case shows a completion percentage, indicating its progress.
• Action: Review the completion percentage to gauge the status of each case.

Step 3: Expanding Cases

• Guide: For more details on a case, expand it by clicking on its name.
• Action: Click on a case name to see more information and progress.

Step 4: Viewing Custom Workflow Stages

• Guide: Custom workflow stages for each case are visible upon expansion.
• Action: Observe the various stages of your custom workflow within each case.

Step 5: Custom Steps in Stages

• Guide: Inside each stage, you'll find the custom steps you have created.
• Action: Review and manage the steps within each workflow stage.

Step 6: Assigning Members to Steps

• Guide: Assign workspace members to specific steps for accountability.