Create a Position Profile

You can create a position for a team.  

  1. Locate the team you want to work with (See the Search for a Team by Name section).
  2. 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).
  3. Click the Create a Position button to display the Create a Position page.
General Section
  1. 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.
  2. Enter a Description in the text box, if desired. The maximum length is 250 characters.
  3. Enter the Expected FTE. It must be greater than 0.00 and it cannot be greater than 1.00.
Status Setup Section
  1. Change the Status if desired using the drop down list (Active is shown by default).
  2. 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.
  3. Change the Select Status Change Reason if desired using the drop down list (New Team Position is selected by default).
Team Placement Section
  1. 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.
  2. 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.
  3. 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.
  4. 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.

  1. You can override the allowed patient capacity number by checking the Allow Override check box.  
  2. Enter the number of Patients that will be allowed to be assigned to the team in the Adjusted text box.
  3. If desired, enter a justification for the override in the Justification text box.
  4. The system will track and display the number of Patients that are currently assigned to this position in the Assigned field.
  5. The system will track and display the number of Patients assignments that are currently available for this position in the Available field.
  6. Click the Submit button to save the information to the database.

 

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