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Best Practices

Do:

• Test workflow conditions thoroughly before implementing in production
• Use clear, descriptive names and validation messages that providers will understand
• Document complex workflow logic for future reference and training
• Consider the clinical workflow when designing conditional logic
• Use warning validations for recommended fields and error validations only for critical requirements

Don't:

• Create overly complex conditional logic that may confuse providers
• Use error validations for non-critical fields, as this prevents report completion
• Implement workflows without consulting with field providers who will use the forms
• Forget to test edge cases and unusual scenarios
• Create conflicting workflow rules that may cause form behavior issues

Troubleshooting & FAQs

Q: Why isn't my workflow condition triggering as expected? A: Verify that the field codes, operators, and values in your conditional logic are correctly configured. Test with the exact data combinations that should trigger the workflow.

Q: What's the difference between error and warning validation workflows? A: Error validations prevent report completion (red flag) until satisfied, while warning validations alert providers to recommended fields but allow completion (yellow flag).

Q: Can I modify an existing workflow condition? A: Yes, access the workflow through the configuration interface and edit the conditions, descriptions, or validation messages as needed.

Q: How do I test workflow conditions before deploying them? A: Use a test environment or work with your administrator to test workflows with sample data that matches your conditional logic.

Q: Can I create workflows that affect multiple fields simultaneously? A: Each workflow targets a single field, but you can create multiple workflows with similar conditions to affect multiple fields in coordinated ways.

Additional Considerations

Workflow Type Applications

Hide Workflow: Ideal for removing irrelevant fields based on call type, patient age, or treatment protocols

Default Value: Useful for pre-populating common values based on incident characteristics or agency protocols

Error Validation: Reserve for truly critical fields where completion is mandatory for patient safety or compliance

Warning Validation: Best for recommended documentation that improves care quality but isn't absolutely required

Clinical Integration

Consider how workflows support:

• Protocol-based documentation requirements
• Age-specific or condition-specific field relevance
• Medication administration safety checks
• Quality improvement initiatives

Performance Considerations

When designing complex workflows:

• Minimize the number of conditions to maintain form responsiveness
• Test workflows with typical data loads and usage patterns
• Monitor system performance after implementing extensive conditional logic
• Consider user training needs for dynamic form behavior

Change Management

Establish procedures for:

• Testing workflow changes before deployment
• Communicating form behavior changes to providers
• Monitoring workflow effectiveness and user feedback
• Updating workflows as protocols or requirements change

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