Create a care team task plan using the Operational rounding playbook

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • A purpose‑built Operational Rounding Playbook guides plan authoring across multiple apps in a single flow—from plan details, healthcare orchestration case/task setup, and affected organization selection to scheduling and publish.

    1. Create an Operational rounding task plan

      Create a new task plan using the Operational rounding playbook.

    2. Input plan details into the Operational Rounding playbook

      Complete the Plan details playbook stage in the Operational rounding playbook.

    3. Input Orchestration case details into the Operational Rounding playbook

      Complete the Orchestration case playbook stage in the Operational rounding playbook

    4. Input Orchestration task details into the Operational Rounding playbook

      Complete the Orchestration task playbook stage in the Operational rounding playbook.

    5. Input Care team case details into the Operational Rounding playbook

      Complete the Care team case playbook stage in the Operational rounding playbook.

    6. Input Care team task details into the Operational Rounding playbook

      Complete the Care team task playbook stage in the Operational rounding playbook.

    7. Input Assigned organizations details into the Operational Rounding playbook

      Complete the Assigned organizations playbook stage in the Operational rounding playbook.

    8. Input Schedule details into the Operational Rounding playbook

      Complete the Schedule playbook stage in the Operational rounding playbook.