You can create groups of users in TELUS Collaborative Health Record (CHR). For example, you may want a group for only nurses, only staff who handle scheduling, or only certain care providers. One person can be in multiple groups.
You can then send inbox messages to everyone in a group at the same time, search availability for all providers in a group, or filter inboxes and schedules by group.
For more details, refer to Creating and sending messages to users, Searching for the next available appointment, Filtering your inbox, or Filtering the schedule.
Steps
1. From the main menu, click Settings > Account information > Groups. The list of any existing groups and the users within them appears.
2. In the top-right corner, click +New Group. The Create new group window opens.
3. Specify a group name, colour and description.
4. From the list of users, select the checkbox beside the user to add to the group.
5. To use the group to search the availability of multiple providers when booking a new appointment with the Add button, select the Bookable checkbox.
📌 Note: The appointment is scheduled with only one of the providers. Refer to Searching for the next available appointment.
6. To show the group as an inbox and schedule filter, select the Filterable checkbox. Refer to Filtering your inbox and Filtering the schedule.
7. Click Create. The group is added to the list.
8. To edit a group's settings and membership, click Edit.
9. To delete a group, click Delete.
📌Note: Deleting a user group from the User Management window does not delete the corresponding group conversation.
💡 Tip: If you are using role-based access control, you can also assign a role to the group. For more information, refer to Role-based access control and Assigning a role to a group of users.
Updated October 16, 2024