New
Automatic Case Team Assignment Upon Referral Import
Idea
When a patient placement specialist starts a new case, their case team is assigned by default. When a patient placement specialist imports a referral to the case list, their case team is not assigned by default. We want this behavior to be consistent. The patient placement specialist’s default case team should be automatically assigned upon referral import.
Solution
TTP-726 - The patient placement specialist's default case team is now automatically assigned to a referral when it is imported to their case list.
In the video above, the patient placement specialist’s default Case Team is “Behavioral Health.” The Case Team is applied automatically when the referral is imported.