Create a Team Profile
A user can create a new team using the Create a Team Profile screen.
- 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.
- 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.
- Select the station the team is associated with from the Station
drop-down list.
- Select
the specific team care type from the Care
Type drop-down list. The care type available are:
- Case
Management
- Community
Care
- InPatient
SCI
- Mental
Health
- NON-PC
Specialty (MED/SURG)
- Primary
Care
- Primary
Care - HBPC
- NON-VA
Care
- 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.
- Enter a Description, if
desired.
- The following fields will be automatically populated:
Patient Capacity section:
- Ensure the Assignment
Status (Open)
radio button is selected.
Status Setup Section:
- The Select Status
drop-down defaults to Active.
If needed, select Inactive
to make the team inactive.
- The Effective Date for
Status Change drop-down defaults to the current date and time.
Click the Calendar icon to change the effective date.
- The Select Status Change Reason
defaults to New
Team.
- These fields may be edited.
When a team is created, the activation date and reason are captured
in Team History.
- Click Submit, or Cancel to exit.
- 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:
- The Aggregated Modeled Team Capacity calculations will not be applied
to Non-Primary Care teams and therefore, will not be displayed in
the Patient Capacity section.
- If the team created is NOT a Primary Care Team, a user can manually
enter a panel size on the View/Adjusted Modeled Capacity screen. This
number will display in the Patient Capacity section as the Team Capacity.
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