There are 3 different ways to view workflows in your workspaces.
List View
List view is great for seeing your workflow vertically. In this view, you can move patients up or down and even update patient data right in the grid (something you can’t do in Board view). To add a new status, click on the small grey link at the bottom of the page. Clicking the 3 dots next to the status name allows you to rename the status, import a patient card, collapse the status section, or delete it.
Board View
We find that users have the easiest time with the Board view. This view is modeled after the kanban system created by Toyota back in the 1950s and is used in many different industries today. Seeing your workflow from left to right is intuitive for most users and helps you visually understand where a patient is in their journey.
Like List view, the buttons in the top right corner of any column allow you to rename the status, add a patient card, collapse the column, or delete it.
Try the different views and see which one works best for you.
