How to Enable Auto Start in a Workflow Template

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This article will show you how to enable Auto Start in Workflow Templates.

Auto Start is a great way of streamlining your filing and workflow process using the Workflow templates created to suit your established your practice. This will enable the user to select the template in the Filing screen when checking the details.

A Workflow template with Auto Start enabled will bypass the task creation screen, file the document to the patient record, and begin the Workflow / Task process with one click.

To enable auto start on Workflow Template:

  1. Navigate to Settings > Tasks > Workflow Templates.
  2. Select an existing Workflow Template to edit.
  3. Select the Auto Start (bypassing the creation screen) checkbox within your template to enable the function.
  4. Select Save.

A Workflow Template enabled with Auto Start will display in the Filing screen as: Template name [Auto Start] in the Create Review drop-down.

How did we do?

How to create a Workflow Template (video)

How to Create a Task Template

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