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Processes tab on an allied health client's record

Updated

Lumary AH - This article explains how to manage multiple client processes on a client's profile.

Multiple processes can be added to a client. For example, if you're onboarding a client while conducting a home risk assessment, you can add separate 'In Progress' processes for each against the client.

On the Processes tab on a client’s record, you can easily view both In Progress and Completed processes.

Required features, packages and permissions

Available with: Lumary 8.0 and later

View in progress processes

To View All Processes which have been against a Client:

  1. Go to a Client record.
  2. Click on the Home tab.
  3. Click on the Processes tab.

The Processes: In Progress section lists all processes which a Client has In Progress.

For each In Progress process, the following information and actions are presented:

  1. The process name.
  2. The number of completed Actions/Sub-Actions versus the total.
  3. Description of the process, if set up.
  4. Next Action in the process which needs to be completed.
  5. Details of who added the process and when, and who last updated the process and when.
  6. A progress bar indicating how much of the process is complete.
  7. Continue button to view the process and to use the process.
  8. End Process Button to force the completion of the process before all steps are completed.

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View completed processes

Completed Processes Section lists out all processes which a Client has Completed. 

For each Completed process, the following information and actions are presented:

  1. The process name
  2. The number of completed Actions/Sub-Actions versus the total
  3. Details of who added the process and when, and who last updated the process and when
  4. A visual progress bar indicating how much of the process is complete. This will always be set to 100% and Completed for Completed Processes. 
  5. View button to view the process

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