Quick Reference — To create a group-based delegation
After you create groups of providers and delegates, you can create a group-based delegation that ties those groups together for the ordering workflow.
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Display the Order Delegation page:
- On the Main Menu, click the Settings icon
. - Under ADMIN, click Clinicals.
- In the Task Bar, under PRACTICE LINKS — Order Configuration, click Order Delegation.
- On the Main Menu, click the Settings icon
- From the Delegations tab, select Group-based delegations as the Delegation method.
- Click Add Group-Based Delegation.
- Name — Enter a name for your group-based delegation.
- Group of users — Select an existing group of users.
- Order type groups — Select the types of orders that the selected users can sign for on behalf of providers.
- Group of providers — Select an existing group of providers for whom the selected group of users can sign orders.
- Click Add Delegation.