A Workflow template is a complete Workflow, with a Trigger that starts the work, a Diagram that runs it, and Metrics that measure the outcome. MedFlow deploys all three together, so a practice can run a clinical workflow without assembling each part itself.
Screening
Trigger
Start when a new patient age 10+ has not yet had a cognitive screen ordered.
Withnew patientover 10
Withoutcognitive screen ordered
Actions
MedFlow1. Create Cognitive TestPlace the cognitive screening order in the EHR and advance the pathway for follow-up.
Type: Cognitive Screening
Metrics
Track who is eligible, who completed screening, and who was billed for the screen.
cognitive-screen-eligiblecognitive-screen-completedcognitive-screen-billed
Assessment
Trigger
Start when a positive screen, assigned provider, and first appointment are done, and no assessment is ordered yet.
Withcognitive screen positivelatest provider assignedfirst appointment completed
Withoutcognitive assess ordered
Actions
MedFlow1. Create Cognitive TestOrder the full cognitive assessment and keep the care pathway moving to results review.
Type: Cognitive Assessment
Metrics
Track who is eligible, who completed assessment, and who was billed for the assessment.
cognitive-assess-eligiblecognitive-assess-completedcognitive-assess-billed
Care plan
Trigger
Start when a patient age 65+ has completed assessment and does not yet have a care-plan order.
Withcognitive assess completedover 65
Withoutcognitive care plan ordered
Actions
MedFlow1. Create Cognitive TestOpen the cognitive care-plan order so the care team can document goals and next steps.
Type: Cognitive Care Plan
Metrics
Track who is eligible, who completed a care plan, and who was billed for care-plan work.
cognitive-care-plan-eligiblecognitive-care-plan-completedcognitive-care-plan-billed
Cancer Genetic
Trigger
Start when a Medicare patient with an upcoming visit meets cancer genetic eligibility.
Withupcoming appointmentcoverage medicarecancer genetic eligible
Actions
MedFlow1. Create Genetic TestOpen the cancer genetic testing case in the EHR for scheduling and clinical follow-up.
Panel: Cancer
Metrics
Track eligible patients, completed cancer genetic tests, and billed genetic encounters.
cancer-genetic-eligiblecancer-genetic-completedcancer-genetic-billed
Neuro Genetic
Trigger
Start when a Medicare patient with an upcoming visit meets neuro genetic eligibility.
Withupcoming appointmentcoverage medicareneuro genetic eligible
Actions
MedFlow1. Create Genetic TestOpen the neuro genetic testing case in the EHR for scheduling and clinical follow-up.
Panel: Neuro
Metrics
Track eligible patients, completed neuro genetic tests, and billed genetic encounters.
neuro-genetic-eligibleneuro-genetic-completedneuro-genetic-billed
Metabolic Genetic
Trigger
Start when a Medicare patient with an upcoming visit meets metabolic genetic eligibility.
Withupcoming appointmentcoverage medicaremetabolic genetic eligible
Actions
MedFlow1. Create Genetic TestOpen the metabolic genetic testing case in the EHR for scheduling and clinical follow-up.
Panel: Metabolic
Metrics
Track eligible patients, completed metabolic genetic tests, and billed genetic encounters.
metabolic-genetic-eligiblemetabolic-genetic-completedmetabolic-genetic-billed
Immuno Genetic
Trigger
Start when a Medicare patient with an upcoming visit meets immuno genetic eligibility.
Withupcoming appointmentcoverage medicareimmuno genetic eligible
Actions
MedFlow1. Create Genetic TestOpen the immuno genetic testing case in the EHR for scheduling and clinical follow-up.
Panel: Immuno
Metrics
Track eligible patients, completed immuno genetic tests, and billed genetic encounters.
immuno-genetic-eligibleimmuno-genetic-completedimmuno-genetic-billed
Pharmacogenetic
Trigger
Start when a Medicare patient with an upcoming visit meets pharmacogenetic eligibility.
Withupcoming appointmentcoverage medicarepharmaco genetic eligible
Actions
MedFlow1. Create Genetic TestOpen the pharmacogenetic testing case in the EHR for scheduling and clinical follow-up.
Panel: Pharmacogenetic
Metrics
Track eligible patients, completed pharmacogenetic tests, and billed genetic encounters.
pharmaco-genetic-eligiblepharmaco-genetic-completedpharmaco-genetic-billed
Max Pulse
Trigger
Start when a Medicare patient with an upcoming visit is eligible for cardiovascular testing.
Withupcoming appointmentcoverage medicaremax pulse eligible
Actions
Max Pulse1. Create Patient CaseOpen the cardiovascular testing case in the EHR so the team can schedule and follow up.
Metrics
Track eligible patients, completed cardiovascular tests, and billed testing encounters.
max-pulse-eligiblemax-pulse-completedmax-pulse-billed
Choose a workflow and send it to us, and we will follow up about deploying it for your practice.
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Need a workflow that is not listed above? Sketch a Trigger, Actions, and Metrics, then send it to us.
Build your own
The Connections catalog lists the building blocks used inside these templates.
| Badge | Meaning |
|---|
| Featured | Available in ready-made templates. |
| Custom | Available with practice-level configuration. |
