What are workflows?
A workflow is a structured, repeatable template for managing donor cases. It defines the steps, data, and team roles needed to ensure every case is consistent, efficient, and aligned in real time.
Why it matters:
Saves time with automation
Ensures compliance with required steps
Keeps everyone updated instantly
Core Components
Tasks & Fields
Define steps and required data (e.g., “Verify Donor Info” with fields for blood type, age).
Default Follower Groups
Auto-assign teams (e.g., surgeons, coordinators, supporting staff) to case updates and messaging rooms for instant collaboration.
Donor PDF Mapping
Pulls data from donor PDFs into tasks, reducing manual entry.
Analytics Mapping
Links fields to dashboards for compliance and performance tracking.
Key Benefits
Consistency: Every case follows the same process
Efficiency: Cuts manual work and repeat emails
Compliance: Prevents missing critical data
Visibility: Shares real-time updates with stakeholders
Insights: Tracks data for reporting and analytics
Example: Transplant coordinators might use a workflow to manage cases, donor information, transportation logics, and more.