You can create a workflow in the following ways:
Email: Emails sent to your practice’s iPracticeHub email address appear in iWorkflows as a task.
Manually: Within iWorkflows by clicking Add new workflow.
App: Your practice’s app can send form submissions to the iPracticeHub email address so they appear in iWorkflows.
This section covers how to manually create a workflow in iPracticeHub.
Add a new workflow in iPracticeHub
From the iWorkflows tab, click Add new workflow below the search area.
The Create new workflow form appears. Fields marked with * are mandatory.
Workflow fields (as displayed in the form)
Subject: Name of the workflow
Client code: Code of the client the workflow is assigned to
Firstname: Client’s first name
Lastname (required): Client’s last name
Email: Client’s email address
Mobile: Client’s mobile number
From (required): Automatically defaults to your email address
Date due: Optional due date
Assign to: Assign to a specific user or team
Task type: Select from your practice-managed task types
Notes: Additional workflow details
Urgent: Tick to mark the workflow as urgent
Status: Select from the dropdown (default is Outstanding)
Attachments: Drag and drop files into the Attachments area
Note: You can attach multiple files, however you will need to attach files one at a time.
Submit the workflow
Complete the required fields.
Add attachments if needed.
Click Submit to create the workflow item.
The workflow appears under the appropriate status tab on the iWorkflows Home Screen.