Assigning a request to someone else

Dr Ben Brown
Dr Ben Brown
  • Updated

When a patient submits a Patchs request it arrives in the practice's Unassigned Inbox.

Opening the request will show the request details, including the patient's responses.

How to assign the request

You should review the request details and, if someone else at your practice is most clinically appropriate to resolve the request, you should assign it to them by:

  1. Indicating how clinically urgent you think the request is (this is optional, but useful to do if you think the request is urgent or emergency because it will flag it to the person you are assigning to).
  2. Choosing the person you'd like to assign the task to (you can also choose a future date to assign it to for them if you have the booked slots feature switched on, as shown in the image below).
  3. Clicking 'Assign to staff member'.


Where does the request go?

When you click Assign to staff member, the request will be moved from the current inbox to the personal inbox of the staff member it's been assigned to.


Was this article helpful?