Choose who works Records to send

Clinic admins can pick which teams handle outgoing records, so the list on the task board goes to the right people. This setting only appears if your clinic uses the Records tool.

Steps

1. Open Clinic Settings from your account menu, then choose Tasks.
2. Open the Workflow tab and find Records to send.
3. Under Teams who work the list, click each group that sends records (often your CSRs). Picked groups are highlighted, and each pick saves right away.

What picking teams does

People in the teams you pick:

• See the Records to send table under the tasks.
• Get a notification when someone posts a record to send.
• Get a Records to send card on their team space.

Everyone else can still post a record to send with the Record to send button, because the person who saw the patient is rarely the one who sends the records. They just don't see the table. Clinic admins always see it.

If you pick nobody

Everyone sees the table, and nobody is notified about new posts.