Edit workflow

Modified on Fri, 11 Jul at 3:13 PM

An organisation can customise the order of their workflow statuses to suit their processes.


In this article we'll cover how to: 

  • edit the workflow order.


Only users with the correct permissions can edit the workflow. If you think you should have permission to perform such an action please contact the organisation owner.



Edit workflow

  • Navigate to Organisation settings
  • Locate and click the Workflow section of the settings. 
  • Click the the Edit button.



  • Rearrange the statuses to meet the organisation's requirements.



  • Click Save.


 The new order will be reflected in the patient status dropdown menu.

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