Update a Team Profile
You can update an existing team by using the Update a Team Profile screen.
- 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.
- The Modify an Existing Team page will display.
- You may enter a new name for the team. If the new team name already exists for the site, an error message will appear.
- You may select a different Care Type from the drop-down list.
- You may select a different Focus 1 from the drop-down list.
- You may select a Focus 2 from the drop-down list, or change the Focus 2 selection.
- You may change the Description.
- 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
- You can change the Assignment Status to allow or disallow future patient assignments to this team. (Open is default).
- You can view the Modeled Panel Size Calculation for this team (click the magnifying glass icon that corresponds to the Team Modeled Capacity).
- The number of Assigned patients will be displayed.
- The number of Available spots that patients can be assigned to will be displayed.
- 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.
- 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:
- Select the Actions (pencil) icon that corresponds with the entry you want to edit.
- You may change the Status, Effective Date, and/or the Status Reason.
- Click Submit, or Cancel to cancel the changes.
- A confirmation message will display.
To add a new entry:
- Click the Add Entry button.
- You may change the Status, Effective Date, and/or the Status Reason.
- Click Submit, or Cancel to cancel the changes.
- A confirmation message will display.
- In order for the Status to be updated from Active to Inactive, all Active positions for the team must be unassigned.
- If the Status is updated from Active to Inactive; the Inactive Date must be greater or equal to the Active Date.
- The Status Date and Status Reason are required and must be entered anytime the Status is changed.
- The status history will also be shown in this list.
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