Assign Staff to a Team Role (Position)
To assign staff to a team role:
From the Position List screen:
- From the Modify an Existing Team
page, click the View Positions and
Staff Assignments link. The Position
List screen will display.
- Click a Not Assigned link
in the Staff Name column
to display the Assign Staff to a
Position screen. The team role must be active.
- Enter the first two letters of a staff member's name and click
Search. If no staff member
is found, click the Search VistA
button. The Staff Information
screen will display.
- The Assignment Date
field will default to the current date. To override, click the calendar
icon and select a date and time. The date cannot be prior to the team
rolen’s creation date. If needed, click the calendar icon next to
the Unassignment Date
field to add an unassignment date.
- Enter a number in the FTE
field. The FTE for the staff member assigned to this team role cannot
be greater than 1.00 across all roles/teams to which he or she is
assigned within a station or within station(s) with the same first
three digits of the station number (i.e., the parent station).
- Expected FTE is the portion of a full time equivalent required
to support the team and will default to 1.0 and may be edited
to reflect a value of no less than 0.01.
- Actual FTE is the portion of the full time equivalent available
to support the team.
- The Vacancy FTE is the difference between the expected and
actual FTE and cannot be edited.
- If there is no staff available for this expected or required
team role, the actual FTE value must reflect 0.00
- Primary Care Provider Team Roles Only. Select the Temporary
PCP check box to make the staff identify a Primary Care Provider
who is temporarily covering team roles (i.e., Locums, Gap providers).
- When the PCP is providing TelePACT (virtual PCP), select the Virtual PCP check box.
- Click Submit to continue,
Cancel to cancel. You'll get
a success message and the staff member's name will display in the
Staff Name column.
From the Modify an Existing Position screen:
- From the Modify an Existing
Team page, click View
Positions and Staff Assignments. The Position
List page displays. Click icon in the Actions
column that corresponds to the 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 dialog
box displays. The Staff Role
is displayed and can be edited.
- Note: If the staff
role has been indicated for the team role, the staff member must
be valid in order for the assignment to occur. If the staff role
has not been indicated for the team role, the staff member must
be valid for the Staff Role Provider Type(s) in order for the
assignment to occur.
- PCMM Web will validate the person class of the staff members
assigned to the staff roles associated with the team roles of
Primary Care Provider, Associate Provider, Care Manager, and Clinical
Associate.
- Follow the steps described above to assign the staff member to
the team role.
- When the assignment is created; the assignment date/status/reason
will be captured in History.
Mental Health Team Specifics:
- When assigning a staff member to a mental health team, each staff
member is allowed to be assigned to more than one team role on the
same team. This is needed since the staff member may serve as Mental
Health Treatment Coordinator (MHTC) to some patents and not others.
See Also:
Modify
or View a Team Profile
Search for
VA Staff
Remove
or Unassign Staff From a Team Role (Position)
Reassign
or Modify Staff Assignment
Preceptor/Preceptee
Relationships