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Managing Departments

Learn how to manage user departments.

Heath Keane avatar
Written by Heath Keane
Updated over 2 years ago

CAVO® allows Supervisors the ability to assign users to Departments. Departments are fully customizable "work groups" that are useful for granting or restricting the access of a list of users to specified facilities or providers. If you do not have the Departments feature enabled for your instance, please contact support@cavo.io, and to have it enabled. 

Note: Departments are mapped by the first half of your case identifier. Therefore, to be able to use the Departments feature, the first half of your case identifier cannot be unique to every case. It must be an identifier that is used for every claim from that provider or facility.

Creating New Departments

To create a new Department, send an email to support@cavo.io and provide the desired name of the Department and a list of all of the first values of the case identifiers (typically the facility or provider IDs) to be included in the Department.

Adding Users to a Department

Once your Departments are set up, you can begin adding users to them. To add a user to a Department, first, access your User Menu

In the User modal, select a user by clicking on their name. To the right you will see a search field labeled Departments. Click inside the search box to access the department list. Click on the department that you would like to add. 

Once you have added a user to a department, save your changes by clicking Save Changes. The user must log out and back into CAVO® for changes to take place. 

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