Create a Team Profile

A user can create a new team using the Create a Team Profile screen.

  1. From the Team drop-down menu, select Create a Team. Alternatively, 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.
  2. 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.
  3. Select the station the team is associated with from the Station drop-down list.
  4. Select the specific team care type from the Care Type drop-down list. The care type available are:
  5. Case Management, Mental Health, Community Care, NON-VA Care and NON-PC Specialty (MED/SURG) have an option for a Focus. Select a choice from the Focus drop-down list. Primary Care – HBPC does not require a focus.
  6. Enter a Description, if desired.
  7. The following fields will be automatically populated:
Patient Capacity section:
  1. Ensure the Assignment Status (Open) radio button is selected.
Status Setup Section:
  1. The Select Status drop-down defaults to Active. If needed, select Inactive to make the team inactive.
  2. The Effective Date for Status Change drop-down defaults to the current date and time. Click the Calendar icon to change the effective date.
  3. The Select Status Change Reason defaults to New Team.
  4. These fields may be edited. When a team is created, the activation date and reason are captured in Team History.
  5. Click Submit, or Cancel to exit.
  6. Once the team is created, the Modify an Existing Team screen displays with a messaging indicating the team was created successfully and some team roles may be added due to the automatic model selection. If this confirmation text is not present, the setup was not completed correctly .
Point of Contact – Administrative section

Displays the administrator staff member, including a phone number and email address, assigned to the team. POC is assigned at the Team Role (Position) level. This section displays once team roles are established.

Point of Contact – Clinical section

Displays the point of contact staff member, including phone number and email address, assigned to the team. The POC is assigned at the Team Role (Position) level. This section displays once team roles are established.

Non-Primary Care Teams:

See Also:

Modify or View a Team Profile

Modify or View a Team Role (Position)

Create a Team Role (Position) Profile

Reconcile Team with Models