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Version: 3.1

Modify the care team

Overview​

This flow describes how to change the primary member of the care team, and how to remove a member from the care team.

Pre-requisites​

  • The patient has an encounter at the facility, and you open that encounter.
  • The care team has at least one member.
  • If you want to change the primary member, the care team has two or more members.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Update Encounter non clinicalLets you change the primary member and remove a member. Administrator, Doctor, Nurse, and Facility Administrator have this permission.

Steps​

1. Open the care team​

Open the Encounter page for the patient.

Select Encounter Actions, then select Manage Care Team. Press Shift+E to open the encounter actions.

You can also select Manage Care Team on the side panel of the Overview tab.

2. Change the primary member​

Care always treats the first person in the list as the primary member.

Find the member that you want at the top of the list.

Select Mark as Primary on that member.

Care moves that person to the top of the list. Care shows the message "Primary member updated".

Note: Care asks for no confirmation for this action.

3. Remove a member​

Find the member that you want to remove.

Select Remove on that member.

Care opens the Confirm Removing Member dialog.

Select Remove again to confirm.

Care shows the message "Member removed successfully".

Note: Remove staff when they no longer look after the patient. This keeps the care team correct for the staff who read the encounter.

Expected Outcome​

  • The person that you mark as primary is at the top of the care team list, and Care shows "Primary member updated".
  • The member that you remove is no longer on the care team list, and Care shows "Member removed successfully".
  • Care saves the full care team list with each change, not only the member that you change.

Concepts:

Flows: