Help and Support

FAQs

General

1. What is HUB?
   • HUB is a HIPAA-compliant healthcare coordination platform.
2. Is HUB HIPAA-compliant?
   • Yes, HUB is fully HIPAA-compliant for secure healthcare collaboration.

Account Management

1. How do I change my password?
   • Go to “Profile” → “Settings” → “Change Password.”
2. How can I update my notification settings?
   • Navigate to “Profile” and change your notification preferences there.
3. How do I sync my calendar?
   • Link your Google or Apple account via “Profile” to sync calendars.

Cases

1. How do I create a new case?
   • Click the “+” button in the “Cases” tab.
2. What are case types?
   • Types are Quick Start, Enhanced, and Comprehensive Surgery Schedule.
   • Each case type is designed for varying levels of detail and complexity:
     • Quick Start: This is the simplest form. Ideal for quick case setups without needing extensive details.
     • Enhanced: A more detailed option that allows for workflows and additional participant roles.
     • Comprehensive Surgery Schedule: The most detailed form. Designed for surgical cases that require a full schedule, multiple roles, and workflows.
3. How do I add participants to a case?
   • Use the “+” button within the case to add participants.
4. Can I clone a case?
   • Yes, use the “Actions” button in a case to clone it.
5. How do I reschedule a case?
   • Use the “Actions” button and select “Reschedule.”

Templates

1. Where can I find email templates?
   • Navigate to the “Templates” tab.
2. How do I create custom email templates?
   • Use the “Templates” tab to make custom email templates.
3. Can I schedule emails?
   • Yes, you can schedule emails during case creation when you include an “Email Scheduler” step. Set the date and time within that step.
4. How do I add CPT codes to a template?
   • To add CPT codes, include a “CPT Step” in your case. You can then search and add the codes within that step.

Calendar

1. How do I share my calendar?
   • Go to “Calendar Settings,” then “Share Availability.”
2. Can I view multiple workspaces on my calendar?
   • Yes, adjust settings accordingly.
3. How do I customize my calendar view?
   • Go to “Calendar Settings” for customization options.

Groups

1. How do I create a group and what is its purpose?
   • In the user menu, navigate to the “Groups” tab. Groups allow you to organize users for easier communication and case assignment, enhancing team collaboration.
2. How do I add a group to a case?
   • Add a group while creating or editing a case.
3. Can I set group-specific tasks?
   • Yes, assign tasks to a specific group in the task settings.
4. Can I message groups?
   • Yes, you can message groups directly through the chat feature. Look for the mail icon at the top of the page to access the chat area.

Task Management

1. How do I add tasks?
   • Tasks can be added within a case by assigning steps to case participants.
2. Where do I find my tasks?
   • Your tasks are located in the dashboard.
3. How do I mark a task as completed?
   • Click the checkbox next to the task to mark it as complete.
4. Can I delegate tasks to other users?
   • Yes, assign tasks to users in the task settings.

Workflow

1. What is a workflow?
   • A workflow is a series of automated steps within a case, designed to streamline processes and ensure consistency. Workflows are important for efficient case management and reducing manual tasks.
2. How do I add a workflow to a case?
   • Workflows are available in Enhanced and Comprehensive case options.
3. Can I customize workflow steps?
   • Yes, create custom steps under “Edit Workspace.”
4. How do I automate emails in a workflow?
   • Use the “Email Scheduler” step in the workflow settings.
5. Can I add preference cards to a workflow?
   • Yes, drag your preference card into a workflow stage.
6. What is the “Email Scheduler” step?
   • The Email Scheduler allows you to schedule templated emails to send at a specific date and time.
7. What does the “CPT Code” step do?
   • This step lets you add relevant CPT codes that are associated with your case.
8. How does “Document Upload” work?
   • The Document Upload step allows you to attach necessary documents to your case.
9. What is a “Custom Step”?
   • A Custom Step allows you to create a unique workflow step tailored to your specific needs.
10. What’s the purpose of the “Communication Step”?
    • The Communication Step is used to automate emails within your workflow.
11. What does the “Preference Card” step involve?
    • In this step, you can add pre-set cards that detail your equipment or procedure preferences.
12. How does “Task Assignment” work?
    • The Task Assignment step allows you to assign specific tasks to users involved in the case.
13. What is the “Case Status”?
    • The Case Status step enables you to update the status of the case, such as Open, Pending, or Closed.
14. What are “Notifications”?
    • The Notifications step sends alerts to specified users within the workflow.

Documents & Sharing

1. How do I upload a document?
   • Use the “Documents” tab to upload files.
2. Is document sharing HIPAA-compliant?
   • Yes, all document sharing is HIPAA-compliant.
3. How do I share a document in a chat?
   • Attach a document to a chat message.
4. Can I attach documents to cases?
   • Yes, use the “Documents” tab within a case to attach files.
5. How do I create a preference card?
   • Use the main menu to create and manage preference cards.

Chat & Communication

1. How do I initiate a chat?
   • Use the “Chat” tab to start new conversations.
2. Is chat HIPAA-compliant?
   • Yes, all chat communication is HIPAA-compliant.
3. Can I send files over chat?
   • Yes, files can be attached to chat messages.
4. Can I chat with groups?
   • Yes, you can initiate group chats.
5. How do I mute chat notifications?
   • Use the settings in the chat window to mute notifications.

Workspace Management

1. How do I create a new workspace?
   • Use the workspace dropdown to create a new workspace.
2. How do I invite people to my workspace?
   • Use the “+” icon at the top of the page and click “invite”.
3. Can I remove members from my workspace?
   • Yes, navigate to “Users” to remove individuals.
4. Is there a member limit for workspaces?
   • No, you can invite an infinite number of members.
5. How do I manage workspace settings?
   • Go to “Workspace Settings” to adjust configurations.

Profile & Settings

1. How do I change my profile picture?
   • Navigate to “Profile” → “Edit Profile” to change your picture.
2. How do I connect external accounts?
   • Go to “Profile” → “Linked Accounts” to add external accounts.
3. Can I personalize HUB?
   • Yes, use “Profile” → “Customize” for personalization options.
4. What are notification settings?
   • Adjust how you receive notifications under “Profile” → “Notifications.”
5. How do I switch between workspaces?
   • Use the workspace dropdown at the top to switch
6. Can I sync with external calendars?
   • Yes, go to “Profile” → “Linked Accounts” to sync calendars.
7. How do I change my username?
   • Navigate to “Profile” → “Edit Username” for options.
8. How do I change my email?
   • Go to “Profile” → “Edit Email” to update
9. Is there a user guide or tutorial?
   • Yes, check out our detailed walkthroughs for guidance.
10. Can I set location preferences?
    • Yes, navigate to “Profile” → “Locations” to set.
11. Is data encryption available?
    • Yes, all data is encrypted for security.
12. Can I archive old cases?
    • Yes, use “Actions” → “Delete” in the case settings.
13. How do I log out?
    • Use the dropdown at the top-right corner and select “Log Out.”