Hero enables you to streamline your workflows by automatically assigning submission types to specific individuals or teams. Follow the steps below to set up auto-assignment for care navigation submissions.
Steps to Auto-Assign a Submission Type
Navigate to settings
Log in to Hero and go to the "Settings" section of your account.
Open the inbox settings
Within Settings, locate and click on "Inbox."
Next click on "Task management".
Scroll to the Care Navigation Section
Scroll down to the bottom of the page until you see the following options:
Care Navigation: Clinical Request
Care Navigation: Admin Request
Care Navigation: Other Request
Choose an Assignee
For each submission type, use the dropdown menu to select the individual or team responsible for handling that type of request.
Benefits of Auto-Assigning Submissions
Efficiency: Tasks are routed directly to the appropriate party, saving time and reducing delays.
Accountability: Clear assignment ensures that each request has an owner.
Scalability: Supports larger teams and more complex workflows by reducing manual task delegation.
By setting up auto-assignment in Hero, you can simplify task management and ensure that care navigation requests are handled promptly and effectively.