Create a Team Profile
You can create a new team using the Create
a Team Profile screen.
- 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.
- 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.
- Select a choice from the Care
Type drop-down list.
- 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.
- Enter a Description, if
desired.
- The following fields will be automatically populated:
- The Assignment status
(Open)
- Station Modeled Capacity
(populated according to the modeled Care
Type selected)
- Team Modeled Capacity (populated
according to the modeled Care
Type selected)
- Select Status setup
(Active)
- Effective Date for Status
Change (current date and time)
- Select Status
Change reason (defaulted to New
Team). You may indicate that this team is Closed
and not available for assignment by selecting the check box.
- These fields can be edited. When a team is created, the activation date and reason
are captured in Team History.
- 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.
- Click Submit, or Cancel to exit.
- 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:
- If the team created is NOT a Primary Care Team, the Aggregated
Modeled Team Capacity calculations will not be used, therefore,
this capacity will not be displayed in the Patient
Capacity section
- If the team created is NOT a Primary Care Team, you can manually
enter a panel size on the View/Adjusted
Modeled Capacity screen. This number will display in the Patient Capacity section as the
Team Capacity.
- When creating certain team profiles (Mental Health, for example),
certain positions may be created according to the automatic model
selection chosen. In this case, a Reconciliation
Results link will display on the Modify
an Existing Team screen. Click on this link to view the reconciliation
results and the model linked to the team by clicking the links at
the bottom of the page.
See Also:
Update a Team Profile
Update a Position Profile
Create
a Position Profile
Reconcile Team with Models