Update a Position Profile

You can update/modify a position's attributes through the Modify an Existing Position screen.

  1. Locate the team you want to work with (See the Search for a Team by Name section).
  2. From the Modify an Existing Team page (see the Update a Team Profile section), click the View Positions & Staff Assignments link.
  3. The Position List screen will display (see the View a Team Position section).
  4. Click the icon in the Action column that corresponds to the desired position to update. The Modify an Existing Position page will display.
General Section
  1. The Team Role associated with the Position cannot be updated. A Team Role may be established more than once within the team. The Description may be used to differentiate between two identical roles. However, if there are two positions on the team with the same role at the same time (active at a certain date), you will get a message with the information that the team is inconsistent.
  2. Enter a Description in the text box, if desired. The maximum length is 250 characters.
  3. You may change the Expected FTE. It must be greater than 0.00 and it cannot be greater than 1.00.
Current Staff Assignment
If there are staff assigned to the team, the following information is displayed:
  1. Click the Assign Staff  button to choose and assign a staff member to a position. See the Assign Staff to a Position section for more information.

For future and past assignments, see staff time line.

Team Placement Section

  1. Team Lead - There may only be one Active Primary Care position per team. You may choose to make this position the team lead. There may only be one active Team Lead per team.
  2. Point of Contact - Administrative - You may choose to make this position the primary point of contact for the team. There may only be one active primary point of contact per team.
  3. Point of Contact - Clinical - You may choose to make this position the secondary point of contact for the team.  There may be multiple secondary points of contacts.
  4. You  should set up positions that can act as preceptors first so they exist for the preceptees.

Patient Capacity Section

The system will automatically display the allowed patient capacity for the calculated team model.

  1. You can override this number by checking the Allow Override check box.  
  2. Enter the number of Patients that will be allowed to be assigned to the team in the Adjusted text box.
  3. If desired, enter a justification for the override in the Justification text box.
  4. The system will track and display the number of Patients that are currently assigned to this position in the Assigned field.
  5. The system will track and display the number of Patients assignments that are currently available for this position in the Available field.

Click the Submit button to save the information to the database.

Click the View/Edit the Notification Distribution Rules link to view  a list of notification types and settings for the team. See the Manage Team and Position Notifications section for more information.

Click the View Position Attribute Change History to view the History of position attribute changes screen. See the View Position Attribute Change History section for more information.

Open the View Surrogate Staff Assignments section to view a list of surrogate staff assignments. You can edit or delete a surrogate staff member using this list.  You can also assign a surrogate staff member by clicking the Assign Surrogate Staff button. See the Assign a Surrogate and View/Edit Surrogate Staff Assignments sections for more information.

Open the View Patient Assignments section to view a list of patients assigned to the team. You can view a Current or Historical Assignments list. You can filter the patient list by using the text box provided. You can also perform a Batch Operation on selected patients. Click a patient name to view the Patient Profile screen. See the View a Patient Profile section for more information. Note: Since the patients are assigned to the entire team UNLESS the team has Associate Provider roles(s) established (the user can choose whether they want to assign the PCP or AP to the patient), the patient assignments will vary depending on how the team is set up  and staffed. See the Assign Patient to a Team section for more details.

Open the Staff Assignment Timeline section to view a list of staff records moved from the Current Assignment. The Staff Assignment Timeline includes the Staff Name, Staff Role, Actual FTE, End Date, Reason , Unassignment Reason (if applicable) of all staff members assigned to/unassigned from the position. You can add, update and delete an entry in the Staff Assignment Timeline by clicking the icons or update an assignment by clicking the New Assignment button.  The NEW FTE Entry button, you can update the FTE and Effective Date.

Open the Preceptor Assignment Timeline section to view a list of preceptor assignments. The Preceptor Assignment Timeline includes the Start Date, End Date, Preceptor and Preceptee information. You can edit or add a new preceptor from this list. See the Preceptor/Preceptee Relationships or Assigning a Preceptor/Preceptee for more information.

See Also:

View a Team Position

Update a Team Profile

Search for a Team by Name

Create a Position Profile

Preceptor/Preceptee Relationships

Manage Team and Position Notifications

View or Edit Position History

Assign Staff to a Position

Assign a Patient to a Team

View a Patient Profile

Assign a Surrogate

View/Edit Surrogate Staff Assignments

View Position Attribute Change History