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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Associate assignment groups with a healthcare organization in Healthcare Operations Core

Create assignment groups for your healthcare organizations to determine which user groups are associated with specific healthcare organizations.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Healthcare Operations > Healthcare Organizations.

  2. Select the healthcare organization that you want to associate an assignment group with.

  3. In the Assignment Groups related list, select New.

  4. On the Service Organization Assignment Group form, fill in the fields:

FieldDescription
Service organizationAuto-populated with the name of the healthcare organization to which you’re adding an assignment group.
Assignment groupName of the assignment group that is to be added.
  1. Select Submit.