Workflows and Roles

 

Workflows are instruction guides on how to perform tasks in the WinOMS software. Roles, also known as personas, refer to jobs as defined by the tasks usually performed by that individual. Depending upon the size of the practice, one person may perform multiple roles.

Select one of the following options to view workflows for a specific role:

   
   
Role: Financial Coordinator Role: Office Manager
Role: Front Desk Administrator    Role: Treatment Coordinator