← Setup Guide

Who is this article for?

Administrators who want guidance on setting up the workflow for the Telstra Health integration.

Administration Access is required.

A workflow can now be set up with your Telstra Health integration for either a single or multi-facility. This will allow the Person Responsible to be set as the user who is the approver in the first stage.

Please note
We suggest you do not set up workflow until after the integration is switched on and the first six (6) months of data comes through. Please refer to our Setup Guide on setting up the Telstra Health integration.

1. How to check that the Business Units matches the spelling of your Facility Names?

Before you begin to set up a workflow for your integration, you must first ensure that the name of your Business Unit(s) match the spelling of your Facility Name(s) in Clinical Manager. These steps will help you double check this.

1. Select the Administration Gearwheel in the top menu.

2.Select the Registers & Forms Templates button under the General section.

3. Select the template that is set up with the integration.

4. Select the Fields tab.

5. Select the + New Field button.

6. Select Create a New Field.

7. Type the Facility Name in the space provided beneath the Integration Metadata field.

8. The Facility Name should appear in the dropdown menu, if it does not, please check that you have spelt the name correctly.

9. You do not need to save this as a field in your template, simply select the x in the top right of the window to exit this New Field screen.

2. How to set up a workflow for your Telstra Health integration?

1. Select the Administration Gearwheel in the top menu.

2. Select the Business Units button under the General section.

3. Here you should see a list of all of your Business Units.

4. These Business Unit names should match the Facility Names that appeared in the Integration Metadata menu shown in Step 9 of the first section of this guide. If any of the names do not match simply select the Business Unit you would like to edit and select Rename and type the Business Unit name so that it matches the Facility Name.

5. Select Administration in the breadcrumbs.

6. Select the Registers & Forms Templates button under the General section.

7. Navigate back to the template, that is set up with the integration.

8. Select the Workflow tab.

9. Select the Edit button in Stage 1 of the workflow.

10. Here we are going to change the Approval Rule to Based on Business Units.

11. Select the downward facing arrow beneath the Approval required to move to the next stage option.

12. Select Based on Business Units from the dropdown menu.

13. Then set up each user who will be the approvers for each Business Unit. Repeat until approvers have been selected for all Business Units.

Please note
You will not be able to save until you add a user for "All other business units". This is to cover another business unit (facility) being added, or a form coming through without a business unit allocated. For a single facility, we would suggest the same person as the business unit. For a multi-facility we would suggest an administrator of Assurance.

Troubleshooting Guide →