Editing Task Introduction to Docu-flow

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Name	Value
Task Name
Task Type
taskTitle	Introduction to Docu-flow
scenarioText	Terri needs a refill for her Hydroxyzine, but she had already reached the limit for the authorized refills on that prescription. Her physician, Dr. Everett, is aware and has faxed over a refill authorization. Before you can process the refill, you’ll need to locate the authorization letter in Docu-flow and assign it to the correct category for processing.
whyImportant	There are several types of requests and authorizations that come to us via fax. These are automatically routed into Docu-flow for review. Documents in Docu-flow must be categorized to enter the appropriate process flow, so be sure to assign the correct categories for all new arrivals.
conclusion	Great work! You’ve successfully identified Terri’s prescription in Docu-flow, and correctly categorized it to process her refill. New orders like this can also be processed directly from Docu-flow. You’ll get to practice that sequence later on in your training. You may now exit this tutorial.

Order	Step Text	Edit
↑ 1 ↓	To locate Dr. Everett’s refill authorization, open the Docu-flow tool.	Edit
↑ 2 ↓	This is the Docu-flow triage screen. Active documents that require follow-up will be displayed here. Terri’s refill authorization came via a fax number, which shows up in the Received From column. Since we have Dr. Everett’s fax number on hand, this will be the best way to find the document. Click the correct column header to sort by fax number so it’s easier to locate.	Edit
↑ 3 ↓	Notice the results are now sorted by fax numbers in ascending order. Clicking any of the column headers will sort the results by that data type. Locate the correct fax number, and open the document.	Edit
↑ 4 ↓	Great! You found the refill authorization for Terri’s Hydroxyzine. Since Dr. Everett sent this over as a new script, you'll categorize it as a New Order in PROscript. Check the Category section of the screen for an icon that will let you add a category. Then, select the right one.	Edit
↑ 5 ↓	Please note that the category for a document won’t update until you close out of the Add/Remove window. Do this now, then verify that the description in the Category section of the screen has changed from Un-Assigned to New Order. If so, you may close out of the Document Viewer to complete this task.	Edit

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