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Leaphealth - OSDocs

Journeys

Automated care pathways: building, publishing and running journeys

Journeys overview and concepts

What a journey is in LeapHealthOS, how drafts, versions and patients on a journey relate, and the terms used across the Journeys pages.

Creating and managing journeys

Use the journeys list, create a journey, find your way around the builder screen, save your work, edit with colleagues and archive a journey.

The builder canvas and how connections work

Add and edit steps on the journey canvas, connect them, and understand exactly which connections fire when a step finishes.

Waiting, time limits and reminders

Which journey steps wait, how their time limits and reminders work, what happens at the limit, and the clinic defaults that apply.

Publishing and validation rules

How a journey is checked and published, what each finding level means, and the full list of review messages with how to fix each one.

Versions, drafts and simulate

How drafts and published versions relate, how to view and restore an earlier version, and how to dry-run a journey with Simulate.

Who can do what in Journeys

The Journeys permissions, what each one lets a person do, and how to give staff access to build, publish and run journeys.

Entry rules and enrolling patients

Put patients on a journey automatically with entry rules, or enrol them by hand from Health, an entry rule or the patient profile.

Why a patient was not enrolled (admission checks)

Every reason LeapHealthOS refuses to put a patient on a journey, where each limit is set, and what staff can do about it.

Running journeys: the Patients tab and actions

Find a patient's journey, read what it is waiting on, and pause, resume, cancel or move a stuck step along.

Health and insights

Use the Health tab to find patients stuck on a journey, and Insights to see how many patients reach each step and how journeys end.

Schedulers and journey settings

Add recurring messages, tasks and AI flows to a journey, and set its starting fields, close policy, timing, exclusion group and interrupt handlers.

What patients receive: messages, action links and signing

What a journey sends to patients, the checks every message passes, one-tap action links, and how documents go out for signature.

Event catalog

Every event a journey can react to, grouped as in the product, with the label you pick, its key, and whether it can start a journey or be waited for.