Create a Position Profile
You can create a position for a team.
- Locate the team you want to work with (See the Search for a Team by Name section).
- From the Modify an Existing Team page, click the View Positions & Staff Assignments link. The Position List screen will display (see the View a Position Profile section).
- Click the Create a Position button to display the Create a Position page.
- The team must have a status of Active as of now - OR - a status of inactive, but it will be reactivated in the future.
General Section
- Select a Team Role from the drop down list. A Team Role may be established more than once within the team. The Description may be used to differentiate between two identical roles.
- If the Team Role is Primary Team Provider, this is the team position performing Primary Care. There may only be one active Primary Care team position per team.
- See the Preceptor/Preceptee Relationships section for more information.
- Enter a Description in the text box, if desired. The maximum length is 250 characters.
- Enter the Expected FTEE. It must be greater than 0.00 and it cannot be greater than 1.00.
Status Setup Section
- Change the Status if desired using the drop down list (Active is shown by default).
- Select the Effective Date for Status Change using the calendar control (present date and time is shown by default). If you change the date, keep in mind that it cannot be prior to the team’s creation date.
- Change the Select Status Change Reason if desired using the drop down list (New Team Position is selected by default).
Team Placement Section
- 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.
- 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.
- 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.
- 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.
- You can override the allowed patient capacity number by checking the Allow Override check box.
- Enter the number of Patients that will be allowed to be assigned to the team in the Adjusted text box.
- If desired, enter a justification for the override in the Justification text box.
- The system will track and display the number of Patients that are currently assigned to this position in the Assigned field.
- 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. Click a patient name to view the Patient Profile screen. See the View a Patient Profile section for more information.
See Also:
View a Team Position
Update a Position Profile
Preceptor/Preceptee Relationships
Manage Team and Position Notifications
View or Edit Position History
View a Patient Profile
Assign a Surrogate
View/Edit Surrogate Staff Assignments