Decisions Workflow

Once an eChecklist has been submitted, it appears in the “back office” as a new case.

As part of the Digital CHC back-office product there are two standard built-in Workflow processes:

1. Checklist to DST

2. Decisions

As a case progresses, according to the decision recorded the relevant Workflow process and steps within it will be triggered.

1. MDT Recommendation

This step is to record the recommendation agreed during the MDT meeting. The step also automatically displays the number of days between the date the checklist was accepted to the date the referral was completed.

The recommendation is recorded at the bottom of the screen:

Once a recommendation has been selected click on the “Progress” button to move on to the next step “LA Review”:

2. LA Review

This step allows the Local Authority 48 hours to review the recommendation:

To record which Social Worker should be sent the link to review the DST click on the + icon, then click on “select person” which calls the “User selection” search:

In here you can search by:

· Organisation e.g. Local Authority, CCG etc.

· Group e.g. Social Workers

· Teams

· and/or Name

From the search criteria you will be presented with a list of matching records to choose from:

Once you have selected the user click on the Progress button:

This triggers the step “Awaiting LA Response”:

An email is sent to the user requested to review the DST document:

The link on the email allows the user to view the DST that was submitted:

This allows the user to review the document and then record their response:

The user (Social Worker) must record their response, enter their name and add comments. The response can then be submitted.

Once submitted the system records details of the Social Worker’s response against the step in the process:

The next step in the process is triggered “Comprehensive Assessment Check”.

3. Comprehensive Assessment Check

Once all questions have been responded to, click on “Progress” which triggers the next step in the process “Further work required?”.

4. Further Work Required

If further work is required, click Yes underneath “Yes, further work is required” and then record details in the Rationale text box, then click “Progress”.

If no further work is required click on the “Progress” button underneath “No, not required” which triggers the next step in the process “2nd opinion required?”.

5. 2nd Opinion Required?

If a 2nd opinion is required click on the “Choose” button underneath “User to notify” to call the user search:

In here you can search by:

· Organisation e.g. Local Authority, CCG etc.

· Group e.g. Social Workers

· Teams

· and/or Name

From the search criteria you will be presented with a list of matching records to choose from:

Once you have selected the user click on the Progress button.

If a 2nd opinion is not required click on the “Progress” button underneath “No, not required” which will trigger the next step in the process “CCG Decision”.

6. CCG Decision

Click to select the Decision and then click on the “Progress” button to complete the step which triggers the next step “Decision letter”.

7. Decision Letter

To generate the decision letter document, click on the “Create notification” button:

This calls the template where the document can be edited. Once changes have been made click on the “Save” button and then click on “Progress” to complete the step in the process.