Create/Manage Care Teams

How To Create/Manage Care Teams

Purpose - Teams allow a practice to organize communication and assign responsibilities more effectively. By creating and managing teams (e.g., Care Teams, Customer Support, Billing Team), messages and tasks can be routed to the right group, ensuring timely responses and streamlined workflows.

⚠️ Important: Care Teams can be created in multiple areas of the EHR. The two are:

• From the +ADD Client (for new clients only)
• From the Teams section in Settings

Prerequisite

• Clients: Must have an active profile in the system before they can be added to the Create team
• The EHR user must already exist in the EHR account before they can be added as a Provider 

Steps to Create a Care Team 

To Create Care team from the +ADD Client (for new clients only)

• Here is a link to the +ADD Client process steps - Create a New Client

To Create Care team from Teams tab

1. From the left-hand menu, click Settings
2. Under Settings, select Teams
3. The Teams category labeled Care Teams (The Customer Support, Billing Team, Add are still in development)
4. To Find a Care Team you can Search by 
   1. Client - one client can be assigned to multiple care team members 
   2. Provider - Anyone assigned to a Care Team can view and edit the client chart, based on their access role
5. Once you found the client or the provider, Click on the Actions - Manage 
   1. Search by Provider or Client 
   2. Then determine the role by selecting or deselecting the checkbox to enable or disable it. 
      1. Primary - Allows you to view the client chart
      2. Auto-Subscribed to messages - Automatically subscribes you to all messages related to the client, ensuring you receive updates and communications 
      3. Allow client to message - Enables the client to send messages to the care team through the Client Portal
      4. Then Click SAVE

⚠️ Multiple providers can be assigned to a single client; more than one provider can be involved in the client’s care.