In a journey, you can specify how tickets that are automatically generated should be assigned.
Care Team (Random): Randomly assigns a ticket to someone on the patient's care team
Care Team (Primary): Assigns the ticket to the person listed first on a patient's care team
Tag Matching:
Tags are set for users in Settings --> Organization
One Of vs All Of:
- One Of: A user must have at least one of the tags listed to be eligible to receive a ticket
- All Of: A user must have all of the tags listed to be eligible to receive a ticket
Restrict by State Credentialing:
- A user must have a state credential set for the state patient a ticket is associated with in order to be eligible to receive a ticket
Restrict by Care Team:
- A user must be on the care team of the patient the ticket is associate with in order to be eligible to receive the ticket
Default Assignee:
- If there is no user that meet the specified tag-matching criteria, this person will be assigned the ticket by default
- Default Assignee can be set outside of Tag Matching if you always want to assign one person a ticket
Form Submitter for Journey Trigger Assignee:
- If you're using a form submission trigger that adds someone to a journey, this ticket assignment selection will assign the ticket to the person on your team that submitted the form
Round-Robin Distribution
- On their profile page in Settings, users can set their Ticket Priority
- The ticket priority determines what users should be given the "first" tickets and the "most" tickets (as shown in the image above).
- Ticket priority is taken into account separately for different journeys. I.e. If a user has a Ticket Priority of 5, Journey A would track 5 tickets being distributed and Journey B would track 5 separate tickets from being distributed.
Add to Queue:
- Adds the ticket to a specified ticket queue for members of the ticket queue to claim
Recently-Booked Appointment Host:
- Assigns a ticket to whoever most recently had an appointment scheduled with a patient
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