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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.

List for selected status tab

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Next steps

Clinical Approval

Review and clinically approve letters.

Clinic / Consultant Filters

Filter the dashboard by clinic or consultant.