Setting an Account Manager and Workflow Coordinator for a Facility

Overview

The Facility CRM and Transcriptionist HR screens inclue a drop-down menu for an Administrator to set an Account Manager and Workflow Coordinator for a facility.  This is an optional setting which can be used to filter results on the User Listing, Account Dashboard, Facilities page, First Draft Authors page, and First Draft Editors page.  This is also an optional parameter on some reports available on the platform.

Steps

• Log in to the IMC using your Administrator username and password.
• Go to the Administration tab ⇒ Facilities sub-tab.
• Click on CRM icon in the far right column of the listing, or click the name of a Facility and select the CRM option for that Facility.  See KB686 for details on the CRM page.
  
• In the Profile section go to the Account Manager and/or Workflow Coordinator setting and choose from the drop-down menu. 
• Be sure to click on the Save button at the bottom of that Profile section in order to save your changes.