Automate Clinical Approvals: Stop Chasing Signatures
CannyECM's workflow engine routes clinical documents automatically: to the right person, in the right order, with built-in deadlines and escalation.
Why Clinical Workflows Break Down
These are the situations we hear about in every hospital. The common thread? Documents moving through people, not through a system.
Treatment plans sit unsigned for hours
The approving doctor is in surgery or rounds. Nobody can find out who's next in line. The plan sits in a physical tray on someone's desk.
Discharge summaries delay patient release
The nurse writes the summary, then physically walks it to the attending doctor for sign-off. If the doctor is busy, the patient waits, sometimes an extra day.
Referral letters get lost between departments
A cardiologist refers a patient to pulmonology. The referral letter goes in an internal mail system or gets hand-delivered. It sometimes never arrives.
No visibility into document status
When administration asks 'where is this document?', nobody has a clear answer. There's no way to track which step a document is on.
How CannyECM Automates Clinical Document Flow
You don't need IT to set up a workflow. A department head can do it, and change it whenever processes change.
Visual Workflow Designer
Build approval chains by dragging and dropping. No coding. No IT tickets. A department head can design a workflow in 15 minutes: define who approves what, in what order, and what happens if they don't respond in time.
Auto-Routing by Document Type and Department
The system knows that a discharge summary from Cardiology goes to Dr. Shah for review. A lab report flagged as critical goes to the HOD immediately. You set these rules once, and every matching document follows the path automatically.
Escalation Rules and Deadlines
If Dr. Mehta doesn't approve a treatment plan within 2 hours, it automatically escalates to Dr. Rao. If nobody acts within 4 hours, the department head gets an alert. You define the rules; the system enforces them.
Similar workflow patterns are used in our manufacturing shop floor automation — the engine is the same. The rules are industry-specific.
Real Workflow Examples
Treatment Plan Approval
- 1Treating Doctor creates plan
- 2Department Head reviews within 2 hours
- 3Medical Director gives final approval
- 4Patient record updated automatically
Discharge Summary Flow
- 1Nurse drafts discharge summary
- 2Attending Doctor reviews and signs off
- 3Billing department receives for final processing
- 4Patient gets discharge documents
Consent Form Capture
- 1Reception captures signed consent form
- 2Scanned and uploaded to system
- 3Auto-linked to patient folder
- 4Available to doctor within seconds
What Changes for Your Hospital Staff
Doctors
Approve from any device, anywhere
A doctor in OT can approve a discharge summary from their phone. No need to go back to their desk. One tap to approve, comment, or reject.
Admins
See all pending workflows in one dashboard
How many documents are pending? Which ones are overdue? Who hasn't acted? The admin dashboard answers these questions in real time; no phone calls needed.
Management
Track turnaround times and bottlenecks
Management can see which departments have the longest approval cycles, which document types take the most time, and where the system needs improvement.
Want to Automate Your Clinical Approvals?
We'll set up a sample workflow using your hospital's actual approval chain: treatment plan, discharge, or any document type you choose.
Schedule Workflow Demo