There are several options for configuring the Workflow Viewer screen. 

Option #1

• Click on the QuickLinks text, located at the top of the screen. 

• Select the Settings option.
  

• The following screen will be displayed: 

• Press the Office button and then select the Workflow Viewer option.

• The following screen will be displayed: 

• Press the Add button to add a new visualization, where you can see the flow of patients within an office or center. 

• Type the name of the title. It is displayed at the top of the Workflow Viewer screen. 

• Type the description. This is displayed next to the title, in the Workflow Views section, when you press the Change View button. 

• If you wish to include the total number of patients in each evaluation room, select the Include Location Counters checkbox. 

• If you wish to include the list column of patients arriving at the center or office, select the Include Arrivals List checkbox.  

• Type the names of the evaluation room in the columns. The patients that were added in the Workflow screen and assigned to each evaluation room will be displayed in the columns.      

• The user can filter the way the screen will be displayed by selecting the Is Visible, Group by Filters and Discharged Patients Only boxes. 

• Is Visible: If this checkbox is selected, it allows the column to be displayed in the Workflow Viewer screen. If the box is not selected, it will not display the column in the Workflow Viewer screen.
  

• Group by Filters: If this box is selected, the Workflow Viewer screen will be grouped by the selected filters. 

• Discharged Patients Only: Selecting this checkbox will display the patients who have been discharged. 
  

• If you want the display to be sorted by patient arrival, select (Sort by Arrival) or, if you want the display to be sorted by category, select (Sort by Category).