Configuration overview

1. Activate Care Team Operations for Healthcare IT

   You can install the Care Team Operations for Healthcare IT application (sn_cto_hcit) if you have the admin role.

2. Set up roles for Care Team Operations for Healthcare IT

   Ensure that the correct roles are assigned to users of Care Team Operations for Healthcare IT.

3. Create healthcare organizations for your healthcare IT support teams

   Create healthcare organizations to represent your fulfilling organizations for Healthcare IT cases.

4. Add members to your Healthcare IT support organization

   Add members to your Healthcare IT support organization to provide visibility and access to Healthcare IT cases.

5. Create a group for all location support agents in Care Team Operations for Healthcare IT

   Create a group for location support agents with the sn_cto_hcit.loc_support_agent assigned so that users added to this group inherits the collection of roles for Care Team Operations for Healthcare IT.

6. Create a group for all location managers in Care Team Operations for Healthcare IT

   Create a group for location managers with the sn_customerservice.svc_location_manager assigned so that users added to this group will inherit the collection of roles for Care Team Operations for Healthcare IT.

7. Set up assignment groups for Care Team Operations for Healthcare IT

   Associate assignment groups with your healthcare organizations to ensure cases are assigned to the correct healthcare organizations.

8. Modify state decision tables in Care Team Operations for Healthcare IT

   Use Decision Builder to change the state mappings for cases and incidents in Care Team Operations for Healthcare IT.