Auto-assign requests

Setting up auto-assignment for request types in Hero ensures that submissions are directed to the appropriate admin or team in the Hero inbox. Follow these steps to configure auto-assignment:

Steps to Auto-Assign Request Types

1. Navigate to Care Navigation

   • Click on "Care Navigation" in the navigation bar.

2. Access Page Configuration

   • Click on the "Page Config" tab.

3. Edit the Relevant Pathway

   • Locate the pathway that contains the request type you want to auto-assign.

   • Click "Edit" on that pathway.

4. Modify the Request Type

   • Find the request type within the pathway and click the pen icon to edit it.

5. Set the Auto-Assignment

   • In the Inbox Assignment dropdown, select the admin or team that should receive this request type.

6. Save Changes

   • Confirm your selections and save the updates.

How Auto-Assignment Helps

• Efficiency: Requests go directly to the right person or team, reducing manual sorting.

• Consistency: Ensures that each request type follows the correct workflow.

• Time-Saving: Admins and teams receive relevant requests without additional steps.

Once configured, all requests of this type will automatically be assigned to the selected admin or team in the inbox, streamlining your care navigation process.

Learn how to view requests assigned to you