Pinning favorite assignments can be done within the “Add Assignment” workflow to help staff users increase efficiency with the assignment process. Staff users are able to set their own preferences to create shortcuts for the assignments that they commonly search for when assigning to patients.
Steps:
- Access the patient’s record.
- Select “Add Assignment” and, if necessary, confirm the Episode the task should be assigned to.
- Within the “Add Assignments” detail screen, find the “star” icon next to each assignment that has been added to the workflow.
- Click on the “star” icon for the assignments that you want to pin as a favorite. The favorite assignments will be saved when the “star” icon is clicked.
- View favorite assignments pinned at the top of the assignment list in future “Add Assignment” workflows.
Note: Every user needs to set their favorites based on their preferences. There is no limit on the number of assignments that can be pinned as favorites.
Need More Help?
For questions or concerns, please reach out to our Support Team.