iWorkflows manages all tasks within your practice in one central location. Click the iWorkflows menu at the top of the screen to access it.
The iWorkflows Home Screen displays workflows by status, under the following tabs:
Outstanding
In progress
Approved
Not approved
Completed
Tasks can be added in three ways:
Email – Emails sent to your practice’s iPracticeHub email address appear as tasks in the Outstanding tab.
Manually – Click Add new workflow.
From iPracticeApps – Forms submitted via your practice app are sent to the iPracticeHub email address and appear as tasks.
Your role and workflow assignments determine what you can update.
iWorkflows tabs
1. Outstanding
Where documents requiring approval appear.
2. In progress
For documents currently being actioned but not yet completed.
Tip: In progress is not available for documents submitted for approval; it is only available for manually created workflows.
3. Approved
Contains all workflows that have been approved to be sent to the client.
4. Not approved
Contains workflows marked as Not approved.
You may change the status to Completed or delete the workflow.
This is up to your practice.
5. Completed
Contains workflows that you have manually moved to Completed.
Tip: You must manually change workflows in Approved or Not approved to Completed if you want to keep them.
Notes:
Bulk update is available using the tick boxes and status dropdown.
New workflows always appear in Outstanding, and then move automatically based on the status you set.
Deleting workflows in Approved, Completed or Not approved does not affect SmartDocs.If a client’s email address is being replaced by the approver’s address, this is due to password‑management software. A troubleshooting link is included in the original article.
Warning: Once a workflow is set to Approved or Not approved, the status cannot be changed.