Overview
Teams in Anima group users together (e.g. Admin, Clinical, Prescribing, Care Navigation, Reception teams) so work can be assigned to a team instead of an individual.
Setting up teams allows you to:
Share work across multiple people
Automatically assign documents to a group using workflows
Manage requests, documents, and tasks more efficiently
Create custom queues (inboxes) in your Documents dashboard
💡 Teams are essential if you want to use workflows, shared inboxes, or automated assignment of. patient requests
How to create a team
Open Anima
Go to Settings (bottom left) → Organisation Settings → Availability & Assignment
Scroll to the bottom and click Create new team
Enter a team name (e.g. Admin, Clinical, Prescribing)
Click the + (plus) icon to select the team members
Your team is now ready to use. You can assign tasks, requests, and documents to the team, create auto-assignment rules for patient requests, use it in workflows for automatic routing, and filter by team across Triage and Documents.
How to use teams
In Triage
Teams help you automatically triage and assign incoming requests.
You can:
Assign requests to a team
Any team member can pick up the requestAutomatically route requests
Send specific request types to the right teamShare work across a team
Multiple users can view and action the same type of requestsView team work
Use My team's requests to see items assigned to your teamAssign tasks to teams
Tasks can assigned to a group instead of an individual
In Documents
Teams help you manage document processing and workload.
You can:
Assign documents to a team
Multiple users can process documents from a shared queueAutomatically route documents using workflows
Send documents to the right team based on letter type, priority, or keywords.Create team-based views
Create custom inboxes on the Documents dashboard to see work for a specific team in one clickShare document workload
Avoid documents being assigned to just one personAssign tasks to teams
Tasks can assigned to a group instead of an individual
💡 Example: Documents can be routed to a Coding or Admin team automatically.
Example teams
Admin
Clinical
Duty doctor
Care Navigation
Reception
Coding
Prescribing
Scanning
Medical Secretaries
💡 Start simple - you can refine teams later.
Best practice
Create teams before setting up workflows (Documents) and auto-assignment of requests (Triage)
Group users by role
Use clear names (e.g. “Admin”)
Combine teams with filters and views
Troubleshooting
I can’t see the Teams section
Check you have Admin permissions
Contact your administrator if you need to be given admin permissions
I can’t add users to a team
Make sure the user has an Anima account, if they don't you can add them, see this guide on how to add a user.