Workflow Triggers & Automation

AndroHealth lets you automate clinical and administrative processes with workflow triggers. By creating a workflow mapping, you tell the system to launch a predefined dynamic workflow automatically whenever a chosen event occurs — for example, when a patient bill is created or an EMR form is signed. The triggered workflow lands in the right user's Inbox with a notification, and any data captured flows straight into the patient's EMR.

What is a workflow trigger?

A workflow trigger is a rule — a workflow mapping — that connects three things: a component (such as Billing or Patient Registration), an event on that component (such as Create or Sign), and the workflow to launch when the criteria are met. Once mapped, the system watches for that event and starts the workflow with no manual step.

Where to find workflow mapping

Go to Admin Console → System Configurations → Workflow Mapping. The list screen shows every mapping you have configured.

Create a workflow mapping

1. On the Workflow Mapping list, click Add to open the Add Workflow Mapping screen.
2. Select the Component and the Event that should start the workflow.
3. Optionally narrow the rule with a Parameter and Parameter Value — for example, component Billing, parameter Service, and a specific service value.
4. Choose the workflow to trigger and the target position that should receive it.
5. Click Save. The mapping is now active and will trigger automatically when the criteria are met.

When you pick a parameter, the system shows a Parameter Value list scoped to the selected component — so a Billing mapping lists the services shown on the billing screen.

Supported components & events

Workflow mapping currently supports these components and events:

• Patient Registration — New Patient (Create), OP Registration (Create)
• Payer (Create)
• Visit (Create)
• Patient Bill (Create) and Patient Bill Refund (Create)
• Package Cancellation (Create)
• All EMR (Sign)
• All EMR forms (Save, Update) and all custom forms (Save, Update)

How triggering works

When the configured criteria are met, the system triggers the associated workflow, sends a notification to the targeted position, and places the workflow in that user's Inbox. The workflow automatically carries the patient banner data from the component it was triggered from.

Complete the triggered workflow

The assigned user opens the workflow from the Inbox and clicks Continue to move into the workflow screens, enters the required information, and clicks Next (for multi-form workflows) or Finish.

Workflow data in the EMR

Once the workflow is finished, the data it captured becomes part of the EMR for the associated visit and appears in the visit summary (including the printed summary from the encounter list).

• Only clinical workflow data is shown in the EMR for the associated visit.
• To surface workflow data in the EMR, the clinical forms used in the workflow must also be part of the EMR.
• If a workflow is triggered on EMR signing and it includes forms already in that visit's EMR, the system will not re-update the EMR with that workflow's data.

Edit or deactivate a mapping

Click Edit against any mapping to open the Edit Workflow Mapping screen. You can change the mapping or mark it inactive from a chosen date, after which it stops triggering.

Good to know: The system prevents duplicate active mappings — if the same combination already exists, you'll see "Workflow Mapping Already exists."

Where this appears

• Admin Console → System Configuration → Workflow Mapping
• Workflow → Inbox, and the notification center
• Every component configured in a workflow mapping

Common questions

What is a workflow trigger?

A mapping of a component and event to a workflow that launches automatically when the criteria are met.

Where do triggered workflows appear?

In the targeted user's Inbox, along with a notification.

Does workflow data reach the EMR?

Yes — clinical workflow data becomes part of the associated visit's EMR.