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Starting and Completing a Workflow on a Record

Users can manually begin workflows on an Intake Report, Case Record, and Provider Record.

How to Start a Workflow to a Record

  • Select the plus icon towards the right-hand side of the Workflows section. 
  • Select the workflow you want to begin.

Screenshot 2025-09-25 at 4.25.50 PM

  • Users will then be brought to the workflow where they can:
    • Complete assigned tasks.
    • Add additional tasks.
    • Submit or end or workflow.

Screenshot 2025-09-25 at 4.27.00 PM