Administration
Workflow rules
ArkCloud RCM lets you define When / If / Then rules and test them in a simulator. Saved rules do not yet run when the events they describe actually happen. Read this before you rely on one.
Written for: Organisation administrators · RCM operations leads
The screens
| Field or control | What it means |
|---|---|
| RCM Operations → Workflows | Workflow Overview: the collection workflows and the rules marked active. |
| Administration → Workflow Admin | Workflow Rules: create, edit, enable, disable and delete rules; start from a template. |
| RCM Operations → Automation | The same rules with a builder and a Testing tab - see automation. |
ArkCloud RCM → Administration → Workflow Admin
Rules do not run on real events yet
What does run automatically
Scheduled background jobs that are separate from workflow rules: letter cadences, payment-plan instalments, statement generation, ageing recalculation and appointment reminders, among others. Each depends on the worker service and, for anything sent to a patient, on outbound email or messaging being configured.