If the Field Service Management [com.snc.work_management] plugin is installed, Healthcare Biomed cases automatically generate related work orders which are assigned to supporting agents with the fulfiller role. If this plugin isn’t installed, support agents must fulfill the case itself.

By associating these cases with specific healthcare organizations, care team members can easily view all cases created for their team, unit, or organization.

Any updates, comments, or status changes made to the work order reflect in the case, and vice versa. When a work order is linked to a case, the fulfiller only manages the work order, and the case is then updated to reflect these changes.

Work order auto-creation

Work orders are created automatically in synchronization with Healthcare Biomed cases. All information from the Healthcare biomed case is carried over into the work order.

Comment synchronization

Comments on the Healthcare Biomed case are viewable on the work order, and comments in the Compose panel of the work order are viewable on the Healthcare Biomed case.

State synchronization

The state of both the work order and the healthcare case remains in synchronization throughout the entire fulfillment process. Use the Care Team Portal to track your case state in real time through viewing case details in the portal.