How Do I Assign a Specific Team Member to a Consultation?

Optimize and organize your internal workflow with this in-app assigning tool.

Assign from the 'Consultation Request' dashboard

Step 1 - Go to 'Consult Requests'

Step 2 - Select 'Assign Team Member' from the Team/Location column

Step 3 - Assign team member

Assign from within the patient's file

Step 1 - Click on the patient's status in 'Consult Requests'

Step 2 - Scroll down the field titled 'Assign to a Team Member'

Step 3 - Select team member

Assign from PatientsPro

Step 1 - Click on PatientsPro

Step 2 - Click on desired patient's name

Step 3 - Click on 'Consults'

Step 4 - Select 'Assign Team Member' from the Team/Location column

Filtering consultations by Assigned Team Member

Step 1 - Click on the magnify glass in the top right corner of the 'Consult Request' screen

Step 2 - Go to the third drop down section titled 'Team Members'

Step 3 - Select a team member 

Step 4 - 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.