How To: Creating an Independent Workscreen

Related to Product: SectyrHub 340B

Applies to: Service Providers, System Users, Covered Entity Users 

Description: The following steps will guide you through the process of creating an Independent Workscreen. This article can be used alongside the article: Independent-Workscreen. 

To save your work at any time, click the "Save and Continue" or “Save and Exit” button located at the bottom of the screen.   

• Clicking the “Save and Continue” button will save your work while remaining on the same workscreen.  
• Clicking the “Save and Exit” button will save your work then redirect you to the listing page. 

(Tip: Click the information icon  available on the workscreen to see additional information.)

1. Navigate to the Covered Entity dashboard.
2. Click on the pink Independent Workscreen tile under the requirement banner.
3. Click the New Workscreen button to create a new workscreen. (Tip: Upload all related documents to a singular workscreen.)
4. Name the Independent Workscreen.
5. Select a Category from the dropdown (if applicable). 
6. Click the "Upload New File" button to add any related document(s). For example, the provider lists, copies of the Medicaid Exclusion File, and meeting notes. You can upload multiple files at once by selecting more than one.
7. Enter the Description, Type, and Status of the uploaded document to easily identify the document from the workscreen.
8. If applicable, include a Point of Contact by clicking Add Contact.
9. Once completed, click the "Save" button. 

 Please refer to the following article for more information on Independent Workscreen Categories: How To: Creating Independent Workscreens Categories 

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