Update a Position Profile
You can update/modify a position's attributes through the Modify an Existing Position screen.
- Locate the team you want to work with (See the Search for a Team by Name section).
- From the Modify an Existing Team page (see the Update a Team Profile section), click the View Positions & Staff Assignments link.
- The Position List screen will display (see the View a Team Position section).
- Click the icon in the Action column that corresponds to the desired position to update. The Modify an Existing Position page will display.
General Section
- The Team Role associated with the Position cannot be updated. A Team Role may be established more than once within the team. The Description may be used to differentiate between two identical roles. However, if there are two positions on the team with the same role at the same time (active at a certain date), you will get a message with the information that the team is inconsistent.
- 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.
- You may change the Expected FTEE. It must be greater than 0.00 and it cannot be greater than 1.00.
Current Staff Assignment If there are staff assigned to the team, the following information is displayed:
- Staff Name
- Staff Role
- Actual FTEE
- Click the Assign Staff button to choose and assign a staff member to a position. See the Assign Staff to a Position section for more information.
For future and past assignments, see staff time line.
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 this 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.
- In order for the Status to be updated from Active to Inactive, all Active Patient Assignments for the Position must be unassigned.
- If the position is a Preceptor, in order for the Status to be updated from Active to Inactive, all Active Preceptee Assignments for the Position 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.
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. You can also perform a Batch Operation on selected patients. Click a patient name to view the Patient Profile screen. See the View a Patient Profile section for more information. Note: Since the patients are assigned to the entire team UNLESS the team has Associate Provider roles(s) established (the user can choose whether they want to assign the PCP or AP to the patient), the patient assignments will vary depending on how the team is set up and staffed. See the Assign Patient to a Team section for more details.
- You can delete a position that is not a part of the basic team model configuration, if no patients have been assigned to the team. From the Position List screen, click the Trash Can icon in the Actions column that corresponds to the position you want to delete. If no trash can icon appears, either the position is a required position for the team model, and the team has been reconciled against that model, or there have been patients assigned to the team. The position can be inactivated, though. See above for details.
See Also:
View a Team Position
Update a Team Profile
Search for a Team by Name
Create a Position Profile
Preceptor/Preceptee Relationships
Manage Team and Position Notifications
View or Edit Position History
Assign Staff to a Position
Assign a Patient to a Team
View a Patient Profile
Assign a Surrogate
View/Edit Surrogate Staff Assignments
View Position Attribute Change History