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Users can view or select an existing workflow or create a new project. Use pre-built accelerators to kickstart your solutions.
Click the Canvas menu from the left menu pane.
The Select a Workflow dialog box is displayed.
In the Select a Workflow dialog box, users can view the options below:
Recently Edited Workflows
View All Projects
Accelerators
Custom Projects
Recently Edited Workflows
Users can view the three recently edited workflows and each workflow card contains:
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Workflow Name: The unique name assigned to the workflow.
Owner: The username of the individual who owns or last edited the workflow.
Project: The project to which the workflow belongs.
Last Edit: Time elapsed since the last edit.
Status Indicator: Symbolizes whether the workflow is published or unpublished.
View All Projects
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Click the View All Projects to navigate to the Projects Dashboard. The list of all projects is displayed under the All Projects table.
Accelerators
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Accelerators are pre-defined templates, users can select the applicable accelerators where the project details will be pre-populated. The list of available accelerators are:
WelcomeDemo: A demonstration workflow for the onboarding process.
MemberInformationUpdate: Collects personal and medical information to ensure records are current.
MedicaidRecertification: Gathers and verifies beneficiary information for Medicaid renewal eligibility.
RedeterminationProcessWelcome: Initiates a campaign to inform members about the redetermination process.
PostEventOutreach: Engages with policyholders post-event to assess safety and provide resources.
SevereWeatherAlerts: Prepares individuals for severe weather events to safeguard property and loved ones.
DisasterClaim: Enables claims initiation by policyholders for damages due to severe weather events.
HealthRiskAssessment: Compiles data on an individual’s health for potential risk evaluation.
SocialDeterminantsOfHealth: Collects information on social factors affecting an individual’s health and well-being.
Custom Projects
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Click on Custom Project and enter the project details as prompted.