Administration: Internal Care Teams

You can use the Administration: Internal Care Teams page to create and manage your internal care teams.

Requirements

You must have EHR Admin permissions in Administration: User Maintenance.

Navigate to Administration: Internal Care Teams

1. Click Admin.

2. Under EHR Setup, click Internal Care Teams.

Add an Internal Care Team

1. Click Add Internal Care Team.

2. Type a Team Name.
3. Click Save.

4. Add team members.

Edit Team Name

We recommend that you edit team names rather than deleting teams. This feature currently has no audit functionality.

1. Click Edit Team Name.

2. Make your edits.
3. Click Save.

Delete an Internal Care Team

We recommend that you edit team names rather than deleting teams. This feature currently has no audit functionality.

1. Click Delete Team.

2. Click Delete.

Add Team Members

1. Click Add Team Member.

2. Search for and select a practice staff member by entering at least three letters of their last name.

The staff member's Name, Phone, NPI, and Primary Specialty autocomplete (this information is pulled from Provider Maintenance).

3. Select a Title and an optional Comment. 
4. Click Add Member.

Edit a Member

You can change the Title or add a Comment to a member.

1. Click anywhere in the internal care team member's row.
2. From the menu, select Edit Member.

3. Make your edits.
4. Click Save.

Remove a Member

You can also remove a member from the Edit Internal Care Team Member window as shown above.

1. Click anywhere in the internal care team member's row.
2. From the menu, select Remove Member.

3. Click Remove.

 

See Also: 
Manage a Patient's Internal Care Team