Brazil, Australia
Standalone Application
Healthcare Operations Orchestration is an application that enables operational leaders and care team managers to coordinate complex, multi-department healthcare operations through orchestration cases, task plan templates, and playbook-driven workflows integrated with Planned Work Management (PWM).
- Operational Leader Role: An Operational Leader role in HCO core scope provides read access to HCIT, Biomed, EVS, Facilities, and Care Team cases/tasks. Plan Author and CTWM Viewer roles are also available. A healthcare playbook executor blanket role bundles task plan creator, work management, and planned work admin permissions for playbook execution.
- Orchestration Case & Task Framework: Orchestration Case (ORC) and Orchestration Task (ORT) record types with auto-numbering prefixes, service definitions, workspace list views (My Cases, My Team's Cases, Closed Cases, All Cases), and workspace form views.
- Operational Rounding Playbook: A playbook experience for care team managers to create and execute operational rounding task plan templates. Includes playbook stages with configurable forms, association with task plan template configurations, and integration with the Planned Work Management (PWM) plugin for scheduling.
*Note: This playbook has a dependency on Care Team Work Management - Multi-Case Creation Plugin Integration: Integration with the multi-case creation plugin allows playbook execution to generate multiple Care Team Cases and Tasks across selected affected service organizations from a single orchestration case. A CareteamOrchestrationHandler extension point surfaces both PWM and multi-task creation capabilities.
- Task Plan Template Configuration: Admins can create task plan template configurations and template item configurations. Plan authors and location support agents can create and publish templates from the workspace.
- New
- Care Team Activities Playbook — a guided, step-by-step experience for authoring daily activity task plans for recurring care team operational work.
- Template details step for defining a plan's purpose and details.
- Care team case configuration step for defining the case generated by the plan.
- Care team task configuration step for defining the tasks generated by the plan.
- Team and unit selection showing the list of applicable care teams for assignment.
- Automatic generation of care team cases and tasks for the selected units.
- PWM scheduling integration for automated recurrence of daily activity plans.
- Review step showing all plan components before publishing.
- Edit-and-publish step allowing an agent manager to amend plan details and publish the finished template.
- Care Team Activities Playbook — a guided, step-by-step experience for authoring daily activity task plans for recurring care team operational work.
Not applicable for this application version.
The Healthcare Operations Orchestration application is dependent on the Healthcare Operations Core application.
Permissions and roles:
Role required to install the application: Administrator (admin)