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Understanding Document Import Rules for Effective Workflow Routing

This guide provides insights into the Document Import Rules within DocuTrack, focusing on how documents are evaluated and routed based on criteria such as source, phone lines, and email addresses. Key concepts include the configuration of rules based on barcodes (Rx, Manifest, Static, Dynamic, Patient) and the importance of time-of-day global routing rules. It offers practical hints for troubleshooting and optimizing rule application, helping users streamline their document workflows. Learn how to prioritize rules and utilize document history effectively.

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Understanding Document Import Rules for Effective Workflow Routing

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  1. Document Import Rules Keri NelsonAccount Manager, Client Services January 21st & 22nd

  2. Barcodes: Rx, Manifest, Static, Dynamic, Patient What are Doc Import Rules? Time of Day Document context Global Routing Rules When a document comes into DocuTrack, it can be evaluated and routed to specific workflow locations based on certain criteria: Source, Phone Lines, Email Addresses

  3. Will demonstrate: Barcodes, RX, Manifest, Static, Dynamic, Patient Configure Rule based on Refill  Submit Refill include Submission status from the Business Unit settings

  4. Will demonstrate: Barcodes, RX, Manifest, Static, Dynamic, Patient Configure Rule based on Dynamic (no STATIC needed) Replacing the need for a STATIC barcode on forms

  5. Source, Phone Lines, Email Addresses Will demonstrate: Configure Rule based on Sources: North/South (Runs)

  6. Will demonstrate: Time of Day

  7. Global Routing Rules

  8. Rules are evaluated in priority order (most restrictive on top) until a page matches the criteria of a rule Prioritizing/Rule of Thumb • Rule of Thumb: • Barcode rules  General Rules (sources, phone lines, email addresses)  Catch All Rules

  9. Helpful Hints and Troubleshooting Display columns within the Import Rules to easily locate specific rules Use document history to determine which rule applied Use document history to determine which rule applied

  10. QUESTIONS / Sample ideas?? Anyone have routing rule they’d like to see created??

  11. Thank You

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