Welcome to Workflows

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Workflows in Tendo Tools is an integrated platform solution for building, administering, and executing workflows that appear in Tendo’s apps. Workflows are a key component of the Tendo Platform, as they invoke services in a series of steps or activities that occur at the appropriate times to accomplish patient and clinician goals.

A workflow is an ordered sequence of actions or steps that execute in order in an application to complete a specific goal. An example is the workflow required for a patient to schedule an appointment in the Patient Care Journey app. This workflow connects in a sequence various activities and steps that invoke different services to enable scheduling an appointment to be completed in the app.

Workflows can be used to:

• Assign tasks to users and respond to a task’s completion by updating its status in a parent record. An example is a patient confirming an appointment in the Patient Care Journey app.
• Automate multi-step synchronous transactions that perform read, write, transformation; send notifications; and perform other steps or activities that are part of tasks in Tendo applications. For example, when a patient clicks on Arrived in the Patient Care Journey app to let their provider’s office know that they have arrived for an appointment, this action launches a workflow which triggers the activity of changing the patient’s arrival status to Arrived in their patient record.

The Tendo system has many workflows that enable patients and clinicians to complete necessary tasks at every point along the patient care journey.

What the Workflows Feature Does

The Workflows feature enables admin users to:

• Create, visualize, test, update, and monitor complex workflows in Tendo’s applications.
• Create new workflows either based on standard workflows or from a blank document.
• Preview draft workflows.
• Schedule and activate workflows so that they will function in a Tendo application at a certain time.
• Edit existing Workflows in a list.
• Send and retrieve data from various platform services.
• Configure triggers to execute on events or on a schedule.
• Make and view detailed logs and stats for each workflow execution.
• Create new versions of workflows.
• Delete workflows.

Types of Workflows

• A Process Workflow is a long-running workflow consisting of a sequence of activities to be performed in order to achieve a particular goal, such as scheduling an appointment. A Process Workflow may involve multiple systems and users.
• A Transaction Workflow is an automation that performs a series of steps. It has a clear beginning and end. Examples are insurance verification, submitting a copay, sending a notification, or updating records.

While both process and transaction workflows involve a sequence of actions, Process Workflows are usually broader in scope and may involve multiple transactions or activities. Transaction Workflows, on the other hand, are focused on the specific steps required to complete a single transaction. A Transaction Workflow may be a part of a larger Process Workflow.