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4Hi everyone,
I’m trying to understand the best approach for handling real-time status updates in a healthcare transport workflow built on Power Platform.
The use case is not just creating transport requests, but keeping different teams updated as the request moves from discharge planning to approval, vendor assignment, pickup, delay, completion, and billing review.
For this kind of workflow, what is the better design pattern in Dataverse?
Should each transport request have one main status field, or should status changes be stored as a separate timeline/history table?
I’m also curious how others handle:
- Audit history for status changes.
- Reporting on delays, approvals, and completed trips.
- Role-based visibility for nurses, billing, dispatch, and admins.
- Power Automate flows without creating too many duplicate notifications.
- Automated alerts when a request is delayed.
Has anyone handled status tracking or audit logs like this in Power Apps or Dynamics 365 for healthcare or logistics workflows?
Thanks in advance.
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