Assign a Surrogate

A PCMM teamlet surrogate is a specific individual in a similar role that is assigned to cover for the corresponding PACT staff-member during short-term or unplanned absences. When a new team is created using the team type of Primary Care, the surrogate team roles of Surrogate Primary Care Provider, Surrogate Care Manager, Surrogate Clinical Associate, and Surrogate Administrative Associate will auto-populate.

A user can assign someone to receive their PCMM Web notifications from the notification distribution list while they are away during a specific time frame. A surrogate receives notifications for a specified team role during a specified date range and can act upon the notifications.

From the Position List screen:

  1. From the Modify an Existing Team screen, click the View Positions & Staff Assignments link. The Position List screen will display.
  2. Locate the Surrogate Team Role type to assign a staff member to and click the Not Assigned link to display the Search for Staff screen.
  3. Enter at least two characters of a last name for the staff member. Entering first or middle names will narrow the search.
  4. Click Search to display a list of staff names results. Click Cancel to cancel the search.
  5. Click the icon in the Select column to view the staff member’s profile. The Staff Profile screen will display.
  6. Click the calendar icon next to Unassignment Date field to change the unassignment date (current date and time is displayed by default).
  7. Choose an Unassignment Reason from the drop-down list.
  8. Enter a number in the FTE field.
  9. Click the Submit to assign the staff member as a Surrogate.     
 From the Modify an Existing Position screen:
  1. From the Modify an Existing Position page, click View Surrogate Staff Assignments section. The Position List page displays. Click icon in the Actions column that corresponds to the surrogate team role to staff.
  2. The Modify an Existing Position screen will display. The Current Staff Assignment section will display Staff Name, Role, and Actual FTE. Click the Assign Staff button to assign a staff member to the team role. The Search for Staff box displays.  
  3. Enter at least two characters of a last name for the staff member. Entering first or middle names will narrow the search.
  4. Click Search to display a list of staff names results. Click Cancel to cancel the search.
  5. Click the icon in the Select column to view the staff member’s profile. The Staff Profile screen will display.
  6. Click the calendar icon next to Unassignment Date field to change the unassignment date (current date and time is displayed by default).
  7. Choose an Unassignment Reason from the drop-down list.
  8. Enter a number in the FTE field  
  9. Click the Submit to assign the staff member as a Surrogate.

See also:

Modify or View Surrogate Staff Assignments

Create a Team Role (Position) Profile

Modify or View a Team Role (Position)