Create a Team Role (Position) Profile

When a new team is created using the team type of Primary Care, the team roles of Primary Care Provider, Care Manager, Clinical Associate and Administrative Associate and their Surrogate roles will auto-populate. When creating specific team profiles (i.e., Mental Health), certain team role (positions) are created according to the automatic model selection chosen. A user must set up team roles that can act as preceptors first so they exist for the preceptees.

  1. Locate the team to add a team role.
  2. From the Modify an Existing Team page, click the View Positions & Staff Assignments link. The Position List screen will display.
  3. Click the Create a Position button to display the Create a Position page.
General Section
  1. Select a role (e.g.,PACT Clinical Pharmacist, Associate Provider, Social Worker ) from the Team Role drop-down list. A Team Role may be established more than once within the team. The Description may be used to differentiate between two identical roles.
  2. Enter a description of the team role in Description text box. The maximum length is 250 characters.
  3. 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. 
Status Setup Section
  1. Change the status if desired using the Select Status drop-down list (Active is selected by default)..
  2. Select the calendar icon next to the Effective Date for Status Change field to select the date and time the team role will be effective. (present date and time is shown by default). The date cannot be prior to the team’s creation date.
  3. Select a reason for creating the team role from the Select Status Change Reason the drop-down list (New Team Position is selected by default).
Team Placement Section
  1. Select the Team Lead check box to make a team role the team lead. There may only be one active Team Lead per team.
  2. Select the Point of Contact - Administrative check box to make a team role the primary point of contact for the team. There may only be one active primary point of contact per team.
  3. 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.
Patient Capacity Section
  1. The Position Capacity number is the allowed patient capacity for the calculate team model.
  2. For Specific Team Roles Only According to Team Care Type. To override the allowed patient capacity number, select the Allow Position Capacity Override check box.
  3. For Specific Team Roles Only According to Team Care Type. Enter the number of patients that will be allowed to be assigned to the team in the Position Capacity Override text box.  
  4. For Specific Team Roles Only According to Team Care Type.  If desired, enter a justification for the override in the Justification text box.
  5. Click the Submit button to save the information to the database.

See Also:

Modify or View a Team Role (Position)

Preceptor/Preceptee Relationships

Manage Team and Team Role (Position) Notifications

View or Modify Team Role (Position) History

View or Modify a Patient Profile

Assign a Surrogate

Modify or View Surrogate Staff Assignments