Example form workflow

1. Form Selection. Select the form you want to work on using one of the available methods (Search, Hub, Quick Launch).

   

2. Record Selection. In the resulting Find (Select) Modal, you can search for a record based on the selected form. In this case, the search is for a provider record.

   1. Perform an initial search by filling in all or part of a name, then clicking Search.

      

   2. Select a record, then click OK.

      

3. Form presentation. Once you have selected a form and record to view, you will generally see one of three types of windows appear. You may be prompted to create a new record, be presented with a list of records, or a form with individual fields will appear in the active work area. Note that once you open a work item, a link to that item is listed in the left pane, and the symplr Provider toolbar appears at the bottom of the window.

   • When no record is found, you click create a new record to continue.

     

     Note

     The records maintained by symplr Provider are intricate; a provider record, for instance, can contain multiple sub-records. A single provider may have multiple addresses, have attended multiple educational institutions, or hold multiple licenses. If you are entering the first instance of such a sub-record, you will see the prompt above.

   • When multiple records exist, you are presented with a selection list. Select a record to continue.

     

   • Example form once a single (or new) record has been selected with the form and work item highlighted.