Modify or View a Team Profile

PCMM Coordinators are able to modify and view teams.

  1. Select Team > List All Teams from the main menu to display the Team List page. Click on a team name link.
  2. The following actions and information are available on the Team List page:
  1. The team list will initially be displayed in order by Name and will include all teams. The list can be sorted by any column or narrowed by applying filter values for Care Type, Focus, Station, Status and Assignments.
  2. To modify a team, click on a team name link. The Modify an Existing Team page will display and the user has the option to modify fields and options.
  3. Enter a new name for the team. If the new team name already exists for the site, an error message will appear.
  4. Select a different Focus 1 from the drop-down list.
  5. Select a Focus 2 from the drop-down list, or change the Focus 2 selection.
  6. Change the Description.  
  7. Click on the Group Membership name to view/change the group associated with the team.

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 Position level.

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 Position level.

Patient Capacity section:

Note: Some fields may only display according to the Care Type.

  1. Change the Assignment Status to allow or disallow future patient assignments to this team. (Open is default).
  2. The maximum number of team members allowed for a team displays in the Team Capacity field.
  3. View the Station Modeled Capacity (Aggregated) number for the team. Click the magnifying glass icon that corresponds to the Modeled Team Capacity to view a complete calculation.
  4. Depending on Care Type and to override of the modeled capacity, select the Allow Capacity Override or Allow Capacity Override check box and enter a value in the Modeled Capacity Override or Capacity Override text box. Enter a reason for the override (mandatory) in the Justification text box.
  5. 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.
  6. The Assigned PENDING Total field displays the number of assignments with a pending status.
  7. The Assigned ACTIVE Total field displays the number of assignments with an active status.
  8. The Assigned ALL Totals field displays the number of assignments available.
  9. A confirmation message will display if any changes occur.
  10. The Reconcile the team against applicable models option will display on the Modify an Existing Team screen. The option No is automatically selected. Select Yes to view the reconciliation results and the model linked to the team.

Non-Primary Care Teams

Status Change section:

Users can change the team's status by clicking the View/Edit Complete Timeline link in the Status Change Timeline box near the bottom of the screen.

To edit an entry:

  1. Select the Actions (pencil) icon that corresponds with the entry to edit.
  2. Select the status of entry from the Status drop-down menu.
  3. Click the calendar icon next to the Effective Date field to select the date and time the status will be effective.
  4. Select a reason for the team entry from the Status Reason drop-down list.
  5. Click Submit, or Cancel to cancel the changes.
  6. A confirmation message will display. Click Close.

To add a new entry:

  1. Click the Add Entry button.
  2. Select the status of entry from the Status drop-down menu.
  3. Click the calendar icon next to the Effective Date field to select the date and time the status will be effective.
  4. Select a reason for the team entry from the Status Reason drop-down list.
  5. Click Submit, or Cancel to cancel the changes.
  6. A confirmation message will display.

See Also:

Create a Team Profile

Search for a Team by Name

Validate Team Data Consistency

Reconcile Team with Models

View Team Attributes Change History

Create a Team Role (Position) Profile