Create a Team Profile

You can create a new team using the Create a Team Profile screen.

  1. From the Team drop-down menu, select Create a Team. Alternatively, you can click the Create a Team button at the top of the Teams List page (Teams > List All Teams). The Create a New Team page will display.
  2. Enter a name for the new team (required). Team names must be between 3 and 30 characters. If the team name already exists for the site, an error message will appear. Teams do not span multiple sites since each team will be owned by one site.
  3. Select a choice from the Care Type drop-down list.
  4. If a Care Type is listed as PRIMARY CARE, select a choice from the first Focus field. Select a choice from the second Focus field, if applicable. Note:  Focus 2 cannot be the same value as Focus 1.
  5. Enter a Description, if desired.
  6. The following fields will be automatically populated:
  7. You can override the modeled capacity by selecting the Allow Override check box. Enter a number in the Adjusted field then enter a justification, if desired.
  8. Click Submit, or Cancel to exit.
  9. You will get a message stating that your team has been submitted successfully. If not, you will get an error message stating the reason why.

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.

Non-Primary Care Teams:

See Also:

Update a Team Profile

Update a Position Profile

Create a Position Profile

Reconcile Team with Models