Triage Rules are used during the Triage process to assign triaged messages to a user or group of users.
Adding a new Triage Rule:
Navigate to Settings > Intake Rules.
Give the Rule a name relevant to the type of messages it governs, eg Admissions.
Select the Rule Type radio button "Triage".
Click inside the Assign To field to grant specific users permission to view messages assigned by this rule, or click Add All to grant all users permission to view messages.
Click on the blue disk icon to save.
Example of adding a Triage Rule with a specific user.
Editing an Existing Triage Rule:
Navigate to Settings > Intake Rules.
Locate Triage Rules on the right side of the screen, click on the rule you wish to edit and select Edit.
The Rule will populate in the center pane.
You can change the name of the rule if desired.
Click inside the Assign To field to grant specific users permission to view messages assigned by this rule, or click Add All to grant all users permission to view messages.
When you're satisfied with changes you've made, click the blue disk icon to save.
Example of editing a Triage Rule to add an additional user.