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How do I Assign a Specific Team Member to a Consultation?

Optimize and organize your internal workflow with this in-app assigning tool.

When coordinating with multiple parties and staff, staying organized and tracking responsibilities is key! Use out in-app dropdown to track who is responsible for what. Assign  Team Account Managers (TC's/Office Managers) or specific Doctors within the practice to specific patient consultations. 


Assign from the 'Consultation Request' dashboard

  • Once you have your team/staff members setup in the 'Team' section a dropdown list in the 'Consultation Request' will populate

Screen Shot 2020-05-18 at 9.09.36 AM

  • Select the drop down arrow and select which team member you would like to be assigned to that specific patient

Screen Shot 2020-05-18 at 9.13.32 AM


Assign from within the patient's file

  • Click into the patient who you would like to assign a team member to
  • Scroll down the field titled 'Assign to a Team Member'

Screen Shot 2020-05-18 at 9.20.48 AM

  • Select the team member you would like to assign. 


Filtering consultations by Assigned Team Member

  • Click on the magnify glass in the top right corner of the 'Consult Request' screen

    Screen Shot 2020-05-18 at 9.26.23 AM
  • Go to the third drop down section titled 'Team Members'
    Screen Shot 2020-05-18 at 9.28.05 AM
  • Select a team member 
  • The consultation requests assigned to that specific team member will be populated. 


Note: The patient will never see the team member assigned to them in their communications. This is an internal tool.