Professional request

To ensure proper tracking and processing of a request, the Request form enables a workflow between the following three profiles:

• Requester: submits the request

• Coordinator: assigns the request to a domain or a profession

• Professional: the professional responsible for handling the request

To create a request:

1. Add a form

2. Enter the name of the request

3. Select the "Professional Request" specification

4. Save

Header and Footer

Information entered in the header and footer will appear in the PDF format when printed.

Associations

All sites, client groups, and profiles are associated by default.
If you wish to remove selections, this must be done manually by clicking Modify.

• Sites: the site(s) where the form will be available

• Client Groups: makes the form available in the clinical library of client records associated with those groups

• Profiles: list of profiles that will have access to the request form. The following two profiles can be included, depending of your process flow:

  • Professional Request – Coordinator

  • Professional Request – Requester

System

Displays information about the document version as well as locks applied by administrators.

The following elements are mandatory in the configuration of a request:

Priorities

An exclusive list with a weight assigned to each value.
The highest weight will be prioritized in the Request Card display.

To configure:

1. Add a section

2. Add an exclusive list and give it the title "Priorities"

3. Click "Modify" to assign the property:
   Professional Request – Priority

Add the values and assign a weight

• Enter the list values 

• Assign a weight to each value (the higher the weight, the higher the priority in display)

Save

Once values and weights are set, save your configuration

Profession: hierarchical list without values

1. Add a list

2. Select the observation type: Hierarchical list

3. Click "Modify" and assign the property:
   Professional Request – Domain/Profession

4. Click Save