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 FTE.
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 FTE
- 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.
Open the Staff
Assignment Timeline section to view a list of staff records moved
from the Current Assignment. The Staff Assignment Timeline includes the
Staff Name, Staff Role, Actual FTE, End Date, Reason , Unassignment Reason
(if applicable) of all staff members assigned to/unassigned from the position.
You can add, update and delete an entry in the Staff Assignment Timeline
by clicking the icons or update an assignment by clicking the New
Assignment button. The NEW
FTE Entry button, you can update the FTE and Effective Date.
Open
the Preceptor Assignment Timeline
section to view a list of preceptor assignments. The Preceptor Assignment
Timeline includes the Start Date, End Date, Preceptor and Preceptee information.
You can edit or add a new preceptor from this list. See
the Preceptor/Preceptee
Relationships or Assigning a Preceptor/Preceptee for
more information.
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