In this guide, we will outline the process of adding members to a person's team

  1. From the Person's chart, navigate to the "Person team" section and select "New."
  2. Enter the effective date and time. This should default to the person's chart you are currently viewing, but it's always good to double-check.
  3. Search for the members you wish to add. This will include staff that you have in your system.
  4. If you search by name, for example, "Shirley Robertson," select the appropriate person from the search results.
  5. If the member you are adding is the primary team member or provider, be sure to select that box.
  6. Choose the assigned facility for the person being added.
  7. Click "save" to finalize the addition.

Note: If the person already has a primary team member, the system will not allow you to select another primary member.

After saving, you will see that the new member has been successfully added to the person's team. For instance, you may now have an RN and a DSP assigned to the team.

By following these steps, you can efficiently manage team assignments and ensure that all necessary personnel are included in a person's care team.

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