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.
- Locate the team to add a team role.
- From the Modify an Existing Team
page, click the View Positions &
Staff Assignments link. The Position
List screen will display.
- Click the Create a Position
button to display the Create a Position
page.
- The team must have a status of Active
as of now - OR - a status of inactive,
but it will be reactivated in the future.
General Section
- 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.
- For a team with a Focus of Primary
Care, there may only be one teamlet role of Primary
Care Provider, Care Manager, Clinical Associate, and Administrative
Associates for each PACT. See the Preceptor/Preceptee
Relationships section for more information.
- Enter a description of the team role in Description
text box. The maximum length is 250 characters.
- 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
- Change the status if desired using the Select
Status drop-down list
(Active is selected by
default)..
- 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.
- 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
- Select the Team Lead
check box to make a team role the team lead. There may only be one
active Team Lead per team.
- 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.
- 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
- The Position
Capacity number is the allowed patient capacity for the calculate
team model.
- 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.
- 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.
- For
Specific Team Roles Only According to Team Care Type. If
desired, enter a justification for the override in the Justification
text box.
- Click
the Submit button to save
the information to the database.
- Click the View/Edit the Notification
Distribution Rules link to view a list of notification
types and settings for the team. See the Manage
Team and Position Notifications section for more information.
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