Hero allows you to assign submissions manually to ensure the right person or team handles each request. This can be useful when specific expertise is needed or if the default assignment needs to be overridden. Follow the steps below to assign a submission to an individual or team.
Steps to Assign a Submission
Sign In and Navigate to the Inbox
Log in to Hero and go to the "Inbox" to locate the relevant submission.
Open the Submission
Click on the submission to view its details.
Choose an Assignee
Use the dropdown menu in the assignment field to select the individual or team responsible for handling the request. Options include:
Specific individuals (e.g., a particular clinician or administrator).
Teams (e.g., Admin Team, Clinical Team which you can define in Settings).
Confirm the Assignment
Once the appropriate individual or team is selected, confirm your choice to update the submission assignment.
Benefits of Manual Assignment
Flexibility: Assignments can be tailored to the specific needs of each request.
Improved Outcomes: Ensures the submission is handled by the most qualified individual or team.
Transparency: Clear assignment helps all stakeholders understand who is responsible for the next steps.
By using manual assignment when needed, you can enhance the efficiency and accuracy of your care navigation workflow. This feature complements auto-assignment settings, providing you with complete control over task delegation.