Flows automate routine work in Allia. A Flow starts with When, checks Only if, and completes the steps under Then.
In this guide, we'll cover:
Starting with a template or a blank Flow
Building and enabling a Flow
Running a Flow for a patient
Reviewing recent activity
Checking your permissions
Permission to view automations lets you open Flows and recent activity.
Permission to manage automations lets you create, edit, enable, disable, or delete Flows.
Permission to run automations lets you start a Flow manually for a patient.
Starting with a template or a blank Flow
Open Flows.
Browse the Community Library if you want to use a template.
Select Create Flow if you want to start from scratch.
Enter a clear internal name.
Add a description.
Building a Flow
Under When, choose the event that starts the Flow.
Under Only if, add any needed conditions.
Under Then, add the first action.
Add more actions in the order they should run.
Review the Flow.
Save the Flow.
Conditions can use patient, appointment, documentation, or billing details.
Important: New Flows start disabled. Review the trigger, conditions, recipients, and actions before enabling the Flow.
Running a Flow manually
You need permission to run automations for these steps.
Open the Flow.
Select an active patient.
Start the manual run.
Important: A manual run skips When and Only if. Confirm the patient and actions before starting.
Reviewing recent activity
Open Recent Activity.
Select a run.
Review the patient, start time, result, and each action.
A result can be Success, Partial, Failed, Waiting, or Skipped.
Important: Use Flows for routine work. Do not use them for emergency monitoring or instead of clinical review.