This article lists the action and control nodes you can add to a workflow.
Action Nodes
Create Task
Creates a new task in the task list.
- Title -- the task name (supports merge fields)
- Urgency -- routine or urgent
- Assigned to -- a specific user or team, or left unassigned
- Due date -- when the task should be completed
- Linked to -- automatically linked to the triggering patient or record from the flow context
Send Email
Sends an email to the patient or a specified recipient.
- To -- patient email (from trigger context) or a custom address; supports merge fields
- CC -- an optional copy recipient
- Subject and body -- either send a saved Message Template (kept in sync with the library) or write the subject and body on this step. Both support merge fields.
Send SMS
Sends an SMS message via Firetext.
- Phone number -- patient mobile (from trigger context) or a custom number; supports merge fields
- Message -- either send a saved Message Template or write the message text on this step. Both support merge fields.
Add Alert
Creates an alert on a patient record.
- Alert label -- the alert text (supports merge fields)
- Category -- Clinical, Administrative, Communication, Staff Safety, Confidentiality, or Safeguarding
- Severity -- Info, Warning, or Critical
- Details -- optional additional detail (supports merge fields)
- Interruptive -- when on, the alert pops up when the patient record is opened
The alert is automatically linked to the patient from the flow context.
Update Recall
Updates a recall occurrence.
- New state -- Pending, Scheduled, Completed, or Lapsed
- Satisfied by -- optionally record what satisfied the recall (an appointment, a consultation, or a SNOMED code) and its ID
- Notes -- optional note for the change (supports merge fields)
Close Task
Marks a task as done or cancelled.
- Status -- Done or Cancelled
- Task -- the task to close, from the flow context or a specified ID
Update Task
Updates or completes an existing task from the flow context.
Update Record
Updates a field on a database record.
- Record type -- the type of record to update
- Field -- which field to change
- Value -- the new value (supports merge fields)
Create Episode / Update Episode
Creates an inbox episode, or updates an existing episode's status or assignment.
Create Invoice
Raises an invoice for the patient, with one or more line items.
Control Nodes
Wait
Pauses the workflow for a specified duration before continuing to the next step.
- Duration -- configurable delay (e.g. 1 hour, 24 hours, 7 days)
The workflow is suspended during the wait and resumes automatically when the duration elapses.
Wait for Event
Pauses the workflow until a specific event happens — for example, until an invoice is paid — or until a timeout you set is reached, whichever comes first.
Branch
Splits the workflow into two paths based on a condition.
- Condition -- an if/else expression using trigger variables
- Yes path -- executes if the condition is true
- No path -- executes if the condition is false
For example, branch on whether the patient has an email address to decide between sending an email or an SMS.
Filter
Stops the workflow if a condition is not met.
- Condition -- if the condition evaluates to false, the workflow ends
- Unlike Branch, Filter does not offer an alternative path -- it simply stops execution
Useful for adding guard conditions, such as "only continue if the patient is on the diabetes register".
End run
Ends the workflow run on this path. Use it to deliberately stop a branch — for example at the end of a Branch's "No" path so nothing further runs.
It is a terminal node: it has no outputs, and any steps placed after it on that path are never reached.
Tip: Text fields in action nodes support merge fields. Click the { } button in any text field to browse available variables and insert them.