Modify or View a Team Role (Position)
A user can modify or view a team role attributes through the
Modify an Existing Position screen.
- Locate the team to view.
- From the Modify an Existing Team
page, click the View Positions &
Staff Assignments link. The Position
List screen will display.
- The following actions and information are available on the Position List screen:
- Click the Create a
Position button to create a new team role.
- Click the Reconcile
with Models button to reconcile the team roles with the available
team models.
- Team Role
- Staff Role
- Staff Name. Click the Staff
Name link to view details about the staff member. For an unassigned
team role, click the Not
Assigned link to assign a staff member to a team role.
- Preceptor
- Preceptee(s)
- Status
- Expected FTE*
- Actual FTE*
- Vacant FTE*
- Actions
- View the team model by clicking the View
the Model linked to the Team link. The team care type, focus,
station, all model team roles and if the roles are required are
displayed. Click Close
the Model to hide this information.
*FTE: Full Time Equivalent. A FTE of 1.0
and indicates that the team role is a full-time. A FTE of 0.5 indicates
the team role will be available half-time.
- Click the icon in the Action
column that corresponds to the desired team role to update.
The Modify an Existing Position
screen will display.
General Section
- The role in the Team Role
drop-down list cannot be updated. A Team Role other than
the required Teamlet Roles, 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 staff roles on the team with the same role at the
same time (active at a certain date), a message indicates the team
is inconsistent.
- Note: Primary Care
Provider (PCP), RN Care Manager, Clinical Associate, and Administrative
Associate Primary Care teamlet roles are restricted to one per
PACT.
- Enter a description of the team role in Description
text box. The maximum length is 250 characters.
- Enter the FTE number the team role would be expect to provide for
in the Expected FTE field.
It must be greater than 0.00 and it cannot be greater than 1.00.
Current Staff Assignment
If there are staff
members assigned to the team, the following information is displayed:
- Staff Name
- Staff Role
- Actual FTE
- Click the Manage Staff
button to view the Staff Information
screen. A user can reassign or unassign a staff member to a team role
and update the FTE number.
Current Preceptor
If there is preceptor assigned
to the team, the following information is displayed:
- Staff Name
- Staff Role
- Team Role
- If a Preceptor is not assigned, click the Manage
Preceptor button to display the check box to make the team role
the team lead. There may only be one Active Primary
Care role per team.
Team Placement Section
- Select the Team Lead
check box to make the team role the team lead. There may only be one
Active Primary Care team
role per team.
- Select the Point of Contact
– Administrative check
box to make the team role the primary point of contact for the team.
There may only be one active primary point of contact per team.
- Select the Point of Contact
- Clinical check box to make the team role the secondary point
of contact for the team. There may be multiple secondary
points of contacts.
- Establish team roles that can act as preceptors in order to exist
for the preceptees.
Patient Capacity
Section
The system will automatically display the allowed patient capacity for
the calculated team model.
- To override this number, select the Allow
Position Capacity Override check box.
- Enter the number of Patients
that will be allowed to be assigned to the team in the Position
Capacity Override text box.
- If desired, enter a justification for the override in the Justification
text box.
- Click the magnifying glass icon that corresponds to the Available
Capacity to view the available assignments. The system will identify
the number of available assignments by calculating the difference
between the sum of the pending and active assignments from the team
capacity.
- The Assigned PENDING Total
field displays the number of assignments with a pending status.
- The Assigned ACTIVE Total
field displays the number of assignments with an active status.
- The Assigned ALL Totals
field displays the number of assignments available.
- Click the View/Edit the
Notification Distribution Rules link to view a list of notification
types and settings for the team.
- 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 team role must be unassigned.
- If the team role is a Preceptor,
in order for the Status to be updated from Active
to Inactive, all Active
Preceptee Assignments for the team role 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.
Open the View Patient Assignments
section to view a list of patients assigned to the team. When selected,
the Historical Assignments
option displays patients previously assigned to team. To revert to the
current list, select the Current
Assignments option. To filter
through the patient list, use the text box provided. Quickly assign or
reassign one or more patient to and from a team or a team role using the
Perform Batch Operations
button. Click a patient name to view the Patient
Profile screen. 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.
- A user can delete a team role 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 team role to delete. If no trash
can icon appears, either the team role is a required team role for
the team model, and the team has been reconciled against that model,
or there have been patients assigned to the team. The team role 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 team role. A user 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 enables
a user to 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. A user can edit or add a new preceptor from this list by
clicking the Add Preceptor Assignment
button..
See Also:
Create a Team Role (Position)
Profile
Assign Staff to a Team Role
(Position)
Reconcile Team with Models