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
- Select the drop down arrow and select which team member you would like to be assigned to that specific patient
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'
- 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
- Go to the third drop down section titled 'Team Members'
- 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.