Modify or View a Team Profile
PCMM Coordinators are able to modify and view teams.
- Select Team > List All Teams from the main menu
to display the Team List
page. Click on a team name link.
- The following actions and information are available on the Team
List page:
- Team Name. Update a selected team by clicking the Team
Name.
- Station number
- Primary Care Provider. Email a Primary
Care Provider (if there is an email address available) by
clicking the email envelope icon.
- Access the Position
List screen for the selected team by clicking the Positions
icon.
- Care Type
- Focus (if there is a Focus 1 and a Focus 2 listed for the team,
they will be listed in this column as Focus1 value/Focus2 value)
- Station Number
- Status
- Admin POC and phone number. Contact an Admin
POC by phone, or by email by clicking the email icon.
- Generate a team by clicking the Create
A Team button
- 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.
- 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.
- Enter a new name for the team. If the new team name already exists
for the site, an error message will appear.
- Select a different Focus
1 from the drop-down list.
- Select a Focus 2 from the
drop-down list, or change the Focus
2 selection.
- Change the Description.
- 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.
- Change the Assignment Status
to allow or disallow future patient assignments to this team. (Open is default).
- The maximum number of team members allowed for a team displays
in the Team Capacity
field.
- 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.
- 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.
- 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.
- The Assigned PENDING Total
field displays the number of assignments with a pending status.
- The Assigned ACTIVE Total
field displays the number of assignments with an active status.
- The Assigned ALL Totals
field displays the number of assignments available.
- A confirmation message will display if any changes occur.
- 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
- The Aggregated Modeled Team
Capacity calculations will not be applied to Non-Primary Care teams
and therefore, will not be displayed in the Patient Capacity section.
- If the team created is NOT a Primary Care Team, a user can manually
enter a panel size on the View/Adjusted Modeled Capacity screen. This
number will display in the Patient Capacity section as the Team Capacity.
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:
- Select the Actions (pencil)
icon that corresponds with the entry to edit.
- Select the status of entry from the Status
drop-down menu.
- Click the calendar icon next to the Effective
Date field to select the date and time the status will be effective.
- Select a reason for the team entry from the Status
Reason drop-down list.
- Click Submit, or Cancel to cancel the changes.
- A confirmation message will display. Click Close.
To add a new entry:
- Click the Add Entry button.
- Select the status of entry from the Status
drop-down menu.
- Click the calendar icon next to the Effective
Date field to select the date and time the status will be effective.
- Select a reason for the team entry from the Status
Reason drop-down list.
- Click Submit, or Cancel to cancel the changes.
- A confirmation message will display.
- In order for the Status to be updated from Active to Inactive,
all Active team roles for the team must be unassigned.
- If the Status is updated from Active to Inactive; the Inactive
Date must be greater or equal to the Active Date.
- The Status Date and Status Reason are required and must be entered
anytime the Status is changed.
- The status history will also be shown in this list.
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