Set up

Triage Team

The triage team is the set of organization members that are automatically added into message threads with patients. The triage team helps evaluate the patient's concerns and adds in the appropriate organization member's into the message thread based on the patient's needs.

For more details, check out our API documentation on the triage team.


Set up the triage team (EMR)

To set up the triage team:

  • Go to the EMR (e.g. emr.avonhealth.com)
  • Click on the hamburger menu on the top left corner > Settings > Message Settings
  • Click “Add a triage team member”
  • Select the name of the organization member you want to add
  • All information set is autosaved so click “Finish”
  • If you want to add additional triage team members, click "+ Add" and repeat the organization member selection process

Edit or delete triage team members (EMR)

To edit or delete triage team members:

  • Go to the EMR (e.g. emr.avonhealth.com)
  • Click on the hamburger menu on the top left corner > Settings > Message Settings
  • Click on the organization member card that you want to edit/delete
  • If you want to edit, select the replacement organization member and click “Finish”
  • If you want to delete, click the “Delete” button in the lower righthand corner
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