Create assignment groups for Care Team Work Management

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Associate assignment groups within your care team units so care team cases and tasks can be fulfilled.

    Antes de Iniciar

    Role required: admin

    Procedimento

    1. Navigate to All > Healthcare Operations > Healthcare Organizations.
    2. Select the healthcare organization that you want to associate an assignment group with.
    3. In the Assignment Groups related list, select New.
    4. On the Service Organization Assignment Group form, fill in the fields:
      Field Description
      Service organization Auto-populated with the name of the healthcare organization to which you’re adding an assignment group.
      Assignment group Name of the assignment group that is to be added.
    5. Select Submit.