Modify or View a Team Role (Position)

A user can modify or view a team role attributes through the Modify an Existing Position screen.

  1. Locate the team to view.
  2. From the Modify an Existing Team page, click the View Positions & Staff Assignments link. The Position List screen will display.
  3. The following actions and information are available on the Position List screen:

*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.

  1. 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

  1. 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.
  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.  

Current Staff Assignment

If there are staff members assigned to the team, the following information is displayed:

  1. 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:
  1. 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

  1. 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.
  2. Select the Point of ContactAdministrative 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.
  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.
  4. 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.

  1. To override this number, select the Allow Position Capacity Override check box.
  2. Enter the number of Patients that will be allowed to be assigned to the team in the Position Capacity Override text box.
  3. If desired, enter a justification for the override in the Justification text box.
  4. 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.
  5. The Assigned PENDING Total field displays the number of assignments with a pending status.
  6. The Assigned ACTIVE Total field displays the number of assignments with an active status.
  7. The Assigned ALL Totals field displays the number of assignments available.
  8. Click the View/Edit the Notification Distribution Rules link to view a list of notification types and settings for the team.
  9. Click the Submit button to save the information to the database.

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.

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