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)
- 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