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:
- From the Modify an Existing
Team screen, click the View
Positions & Staff Assignments link. The Position
List screen will display.
- 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.
- Note:
For Primary Care Type teams, a user can assign a Surrogate Administrative
Associate, Associate Provider, Care Manager, Clinical Associate,
or Primary Care Provider.
- Enter at least two characters of a last name for the staff member.
Entering first or middle names will narrow the search.
- A terminated staff member is shown as “Separated” in the search
results.
- Total FTE column includes the sum of team assignments associated
with the staff member.
- Click Search to display
a list of staff names results. Click Cancel
to cancel the search.
- Click the icon in the Select
column to view the staff member’s profile. The Staff
Profile screen will display.
- Click the calendar icon next to Unassignment
Date field to change the unassignment date (current date and time
is displayed by default).
- Choose an Unassignment
Reason from the drop-down list.
- Enter a number in the FTE
field.
- Click the Submit to
assign the staff member as a Surrogate.
From the Modify an Existing Position
screen:
- 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.
- 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.
- Enter at least two characters of a last name for the staff member.
Entering first or middle names will narrow the search.
- A terminated staff member is shown as “Separated” in the search
results.
- Total FTE column includes the sum of team assignments associated
with the staff member.
- Click Search to display
a list of staff names results. Click Cancel
to cancel the search.
- Click the icon in the Select
column to view the staff member’s profile. The Staff
Profile screen will display.
- Click the calendar icon next to Unassignment
Date field to change the unassignment date (current date and time
is displayed by default).
- Choose an Unassignment
Reason from the drop-down list.
- Enter a number in the FTE
field
- 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)