Update a Team Profile

You can update an existing team by using the Update a Team Profile screen.

  1. Select Team > List All Teams from the main menu to display the Team List page.  Alternatively, you can search for a team (see the Search for a Team by Name section). Click on a team name link.
  2. The Modify an Existing Team page will display.
  3. You may enter a new name for the team. If the new team name already exists for the site, an error message will appear.
  4. You may select a different Care Type from the drop-down list.
  5. You may select a different Focus 1 from the drop-down list.
  6. You may select a Focus 2 from the drop-down list, or change the Focus 2 selection.
  7. You may change the Description.  
  8. You may click on the Group Membership name to view/change the group associated with the team.

Point of Contact – Administrative section

The POC for the Administrative section will be selected from staff members when they are assigned to the team. See the Modify an Existing Position and Create a Position Profile sections for details.

Point of Contact – Clinical section

The POC for the Clinical section will be selected from staff members when they are assigned to the team. See the Modify an Existing Position and Create a Position Profile sections for details.

Patient Capacity section

  1. You can change the Assignment Status to allow or disallow future patient assignments to this team. (Open is default).
  2. You can view the Modeled Panel Size Calculation for this team (click the magnifying glass icon that corresponds to the Team Modeled Capacity).
  3. The number of Assigned patients will be displayed.
  4. The number of Available spots that patients can be assigned to will be displayed.
  5. You can allow an override of the number of assigned patients by checking the Allow Override box. Enter a number in the Adjusted text box, enter a justification, and click Submit.
  6. A confirmation message will display.

Status section

You may change the team's status by clicking the View/Edit Complete Timeline link in the Status Change Timeline box near the bottom of the screen:

To edit an entry:

  1. Select the Actions (pencil) icon that corresponds with the entry you want to edit.
  2. You may change the Status, Effective Date, and/or the Status Reason.
  3. Click Submit, or Cancel to cancel the changes.
  4. A confirmation message will display.

To add a new entry:

  1. Click the Add Entry button.
  2. You may change the Status, Effective Date, and/or the Status Reason.
  3. Click Submit, or Cancel to cancel the changes.
  4. A confirmation message will display.

See Also:

Create a Team Profile

Search for a Team by Name

Validate Team Data Consistency

Reconcile Team with Models

View Team Attributes Change History

View a Team Position