How to assign a task to a group

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Route work to the right team

Group assignment routes a task to a defined team, such as Front Desk, Medical Assistants, Providers, Billing, or Operations.

Use a group when the work belongs to a shared queue rather than one named person. Use an individual assignee when one teammate must own the outcome from the start.

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Assign a task to a group

1. Create a new Task or open an existing one.
2. Add or review Description.
3. Confirm Patient when applicable.
4. Open Assigned to.
5. Switch to Group.
6. Choose the group.
7. Complete Due on and add a clinic Tag or urgency when useful.
8. Review and save.

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What happens after saving

The Task enters the group's shared workflow. Eligible group members can receive an assignment email when their personal Task email setting is enabled. The person assigning the Task does not receive that group-assignment email.

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