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Adding/Editing a Department

Version 20.4
Path: Practice Management tab > Departments 

Overview

Departments are used to send messages and assign tasks. Below you will find instructions on how to add a new department, assign tasks to particular departments, and edit a department.

Warning: Your practice has been configured with two departments that are specially configured for use with the OP Patient Portal, powered by InteliChart. The Patient, IC-Appointment Request, and New Registration departments must not be edited. Edits to these Departments will cause functionality issues with the OP Patient Portal.

Adding a New Department

  1. Navigate to the Department Management window using the path above.

  1. Click the Add button .
  2. Enter the new department name in the blank entry line.
  3. Select a color for the department, optional.
  4. Click the Save button .

Default Task Assignments

After adding all the departments that are pertinent to your practice, you will want to determine which Tasks should be assigned to which Department.

  1. Navigate to the Department Management window using the path above.
  2. Click the Default Task Assignment tab.
  • The Task Type column contains all of the tasks available in OP.
  • The Default Department column indicates which department is assigned the corresponding task.
  1. Click in the Department field. The drop-down indicator appears.
  2. From the drop-down field, select the Department that will receive the task.
  3. Click anywhere outside of the field to lock in your selection.

NoteThe IC-Appointment Request department is not available for Task Assignment. The sole purpose of this department is to ensure that Appointment Requests sent from the InteliChart portal are displayed for specific users in OP.

Editing a Department

  1. Navigate to the Departments tab of the Department Management window using the path above.
  2. Select the department you would like to edit.
  3. Click the Edit button .
  4. Return to the highlighted item and make the desired change.
  5. Click the Save button.

WarningDo not make edits to the Patient, IC-Appointment Request, or New Registration departments.

Version 20.3
Path: Practice Management tab > Departments 

Overview

Departments are used to send messages and assign tasks. Below you will find instructions on how to add a new department, assign tasks to particular departments, and edit a department.

Warning: Your practice has been configured with two departments that are specially configured for use with the OP Patient Portal. The Patient and IC-Appointment Request departments must not be edited. 

Adding a New Department

  1. Navigate to the Department Management window using the path above.

  1. Click the Add button .
  2. Enter the new department name in the blank entry line.
  3. Select a color for the department, optional.
  4. Click the Save button .

Default Task Assignments

After adding all the departments that are pertinent to your practice, you will want to determine which Tasks should be assigned to which Department.

  1. Navigate to the Department Management window using the path above.
  2. Click the Default Task Assignment tab.
  • The Task Type column contains all of the tasks available in OP.
  • The Default Department column indicates which department is assigned the corresponding task.
  1. Click in the Department field. The drop-down indicator appears.
  2. From the drop-down field, select the Department that will receive the task.
  3. Click anywhere outside of the field to lock in your selection.

Note: The IC-Appointment Request department is not available for Task Assignment. The sole purpose of this department is to ensure that Appointment Requests sent from the InteliChart portal are displayed for specific users in OP.

Editing a Department

  1. Navigate to the Departments tab of the Department Management window using the path above.
  2. Select the department you would like to edit.
  3. Click the Edit button .
  4. Return to the highlighted item and make the desired change.
  5. Click the Save button.

Warning: Do not make edits to the Patient or IC-Appointment Request department.