Switch between in progress, approved, and other statuses
Workflow status tabs let you switch between different states of records and letters (for example in progress, pending review, clinically approved). Use them to focus on what needs your action.
1
What the tabs show
Typical tabs might include In progress, Pending review, Clinically approved, or Completed. Each tab shows only the records or letters in that status.
Click a tab to see only records or letters in that workflow state. The active tab is usually highlighted.
Workflow status tabs on dashboard.
2
Using the tabs
Select a tab to see that list. Move through your workflow by opening items from each tab (for example review from Pending, export from Clinically approved).
Open an item from the list to review, approve, or export.
