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Automated workflows let you trigger actions in Visualcare based on a set condition, without manual intervention. When a trigger occurs (for example, a client agreement reaching its alert date), the system can automatically send emails or create tasks for your team. Workflows are managed from Operations → Workflows.

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Setting up a workflow

1

Open workflows

Go to Operations → Workflows.Workflows menu
2

Create a new workflow

Click Add New Workflow.Add new workflow
3

Configure the trigger

Enter a name in the Workflow Label field and select a workflow trigger from the drop-down menu. The trigger is the condition that starts the workflow (for example, “Client Agreement has reached its Alert Date”).Workflow trigger
4

Add actions

Once the workflow is saved, click Edit Workflow Actions, then click Add Action.Edit workflow actionsChoose an action from the drop-down menu:Workflow actions
Once active, the workflow runs automatically each time the trigger condition is met.

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Managing workflows

Existing workflows can be edited or deleted from the workflows page. Manage workflows
Workflows work across many areas of Visualcare — the same engine covers rostering, agreements, incidents, and more. Browse the trigger drop-down to see the full list of events you can automate against. For example, set up a workflow to automatically notify case managers when shifts are added, changed, or cancelled.

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Running into issues?

See General troubleshooting for common errors and fixes.

Creating tasks

Create and assign tasks from notes

Managing tasks

Find, filter, and manage tasks assigned to office users