Work Through Appointment Workflow

A workflow is selected from your appointment data and your organization's configuration. Only active steps appear. The default starting workflow contains Details, Travel, Labor, Costs, and Resolution, but administrators may rename, reorder, add, remove, or combine steps.

Move Between Steps

1. Open an appointment.

2. Select a step in the progress stepper.

3. Review any required indicator or remaining-required count.

4. Complete the fields or actions shown in the selected step.

5. Save the step's record or entity before moving away when changes are present.

6. Continue until required steps and required tasks are addressed.

Use a Combined Step

1. Select the Combined parent in the progress stepper.

2. Select one of the attached child tabs. Each tab is labeled by child type and name.

3. Complete the child panel using the same actions as its standalone step type.

4. Select the next child tab and continue in the configured order.