Use Cases
- Use Case: Centralizing Scheduling and Coordination
- Use Case: Enhancing Operational Efficiency at Capital Medical through HUB – ImplantBase Integration
- Use Case: How HUB Software Catalyzed simplOR’s Growth and Operational Efficiency
- Use Case: Implementing HUB for Enhanced Efficiency and Cost Savings
- Use Case: Tracking Medical Implants
Additional Resources
14 posts: Supporting Healthcare Operations
Supporting Healthcare Operations
22 posts: Supporting Ambulatory Surgery Centers (ASCs)
Supporting Ambulatory Surgery Centers (ASCs)
18 posts: Supporting Medical Device Manufacturers & Distributors
Supporting Medical Device Manufacturers & Distributors
10 posts: Innovating Healthcare Technology
FAQs
General
- What is HUB?
- HUB is a HIPAA-compliant healthcare coordination platform.
- Is HUB HIPAA-compliant?
- Yes, HUB is fully HIPAA-compliant for secure healthcare collaboration.
Account Management
- How do I change my password?
- Go to “Profile” → “Settings” → “Change Password.”
- How can I update my notification settings?
- Navigate to “Profile” and change your notification preferences there.
- How do I sync my calendar?
- Link your Google or Apple account via “Profile” to sync calendars.
Cases
- How do I create a new case?
- Click the “+” button in the “Cases” tab.
- 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.
- How do I add participants to a case?
- Use the “+” button within the case to add participants.
- Can I clone a case?
- Yes, use the “Actions” button in a case to clone it.
- How do I reschedule a case?
- Use the “Actions” button and select “Reschedule.”
Templates
- Where can I find email templates?
- Navigate to the “Templates” tab.
- How do I create custom email templates?
- Use the “Templates” tab to make custom email templates.
- 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.
- 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
- How do I share my calendar?
- Go to “Calendar Settings,” then “Share Availability.”
- Can I view multiple workspaces on my calendar?
- Yes, adjust settings accordingly.
- How do I customize my calendar view?
- Go to “Calendar Settings” for customization options.
Groups
- 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.
- How do I add a group to a case?
- Add a group while creating or editing a case.
- Can I set group-specific tasks?
- Yes, assign tasks to a specific group in the task settings.
- 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
- How do I add tasks?
- Tasks can be added within a case by assigning steps to case participants.
- Where do I find my tasks?
- Your tasks are located in the dashboard.
- How do I mark a task as completed?
- Click the checkbox next to the task to mark it as complete.
- Can I delegate tasks to other users?
- Yes, assign tasks to users in the task settings.
Workflow
- 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.
- How do I add a workflow to a case?
- Workflows are available in Enhanced and Comprehensive case options.
- Can I customize workflow steps?
- Yes, create custom steps under “Edit Workspace.”
- How do I automate emails in a workflow?
- Use the “Email Scheduler” step in the workflow settings.
- Can I add preference cards to a workflow?
- Yes, drag your preference card into a workflow stage.
- What is the “Email Scheduler” step?
- The Email Scheduler allows you to schedule templated emails to send at a specific date and time.
- What does the “CPT Code” step do?
- This step lets you add relevant CPT codes that are associated with your case.
- How does “Document Upload” work?
- The Document Upload step allows you to attach necessary documents to your case.
- What is a “Custom Step”?
- A Custom Step allows you to create a unique workflow step tailored to your specific needs.
- What’s the purpose of the “Communication Step”?
- The Communication Step is used to automate emails within your workflow.
- What does the “Preference Card” step involve?
- In this step, you can add pre-set cards that detail your equipment or procedure preferences.
- How does “Task Assignment” work?
- The Task Assignment step allows you to assign specific tasks to users involved in the case.
- What is the “Case Status”?
- The Case Status step enables you to update the status of the case, such as Open, Pending, or Closed.
- What are “Notifications”?
- The Notifications step sends alerts to specified users within the workflow.
Documents & Sharing
- How do I upload a document?
- Use the “Documents” tab to upload files.
- Is document sharing HIPAA-compliant?
- Yes, all document sharing is HIPAA-compliant.
- How do I share a document in a chat?
- Attach a document to a chat message.
- Can I attach documents to cases?
- Yes, use the “Documents” tab within a case to attach files.
- How do I create a preference card?
- Use the main menu to create and manage preference cards.
Chat & Communication
- How do I initiate a chat?
- Use the “Chat” tab to start new conversations.
- Is chat HIPAA-compliant?
- Yes, all chat communication is HIPAA-compliant.
- Can I send files over chat?
- Yes, files can be attached to chat messages.
- Can I chat with groups?
- Yes, you can initiate group chats.
- How do I mute chat notifications?
- Use the settings in the chat window to mute notifications.
Workspace Management
- How do I create a new workspace?
- Use the workspace dropdown to create a new workspace.
- How do I invite people to my workspace?
- Use the “+” icon at the top of the page and click “invite”.
- Can I remove members from my workspace?
- Yes, navigate to “Users” to remove individuals.
- Is there a member limit for workspaces?
- No, you can invite an infinite number of members.
- How do I manage workspace settings?
- Go to “Workspace Settings” to adjust configurations.
Profile & Settings
- How do I change my profile picture?
- Navigate to “Profile” → “Edit Profile” to change your picture.
- How do I connect external accounts?
- Go to “Profile” → “Linked Accounts” to add external accounts.
- Can I personalize HUB?
- Yes, use “Profile” → “Customize” for personalization options.
- What are notification settings?
- Adjust how you receive notifications under “Profile” → “Notifications.”
- How do I switch between workspaces?
- Use the workspace dropdown at the top to switch
- Can I sync with external calendars?
- Yes, go to “Profile” → “Linked Accounts” to sync calendars.
- How do I change my username?
- Navigate to “Profile” → “Edit Username” for options.
- How do I change my email?
- Go to “Profile” → “Edit Email” to update
- Is there a user guide or tutorial?
- Yes, check out our detailed walkthroughs for guidance.
- Can I set location preferences?
- Yes, navigate to “Profile” → “Locations” to set.
- Is data encryption available?
- Yes, all data is encrypted for security.
- Can I archive old cases?
- Yes, use “Actions” → “Delete” in the case settings.
- How do I log out?
- Use the dropdown at the top-right corner and select “Log Out.”