Skip to main content
Version: 3.1

Add care team members

Overview​

This flow describes how to add a person to the care team of an encounter. You give each person a clinical role on the team.

Pre-requisites​

  • The patient has an encounter at the facility, and you open that encounter.
  • The person that you add is a user of a department in the facility.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Update Encounter non clinicalLets you change the care team of an encounter. Administrator, Doctor, Nurse, and Facility Administrator have this permission.

Steps​

1. Open the care team sheet​

Open the Encounter page for the patient.

Select Encounter Actions. Press Shift+E to open this menu.

Select Manage Care Team.

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

Care opens a sheet with the title Manage Care Team. If you cannot make changes, the title is View Care Team.

2. Select the department​

Select the department that the person belongs to.

3. Select the member​

Open Select Member.

Select the person. Care lists only the users of the department that you selected.

4. Select the clinical role​

Open Select Role.

Select the clinical role of the person.

Note: The list of roles comes from a clinical terminology set. The roles can differ between deployments.

5. Add the member​

Select Add.

Care shows the message "Member added successfully".

If the person is already on the care team, Care shows the message "Member already added". Care does not add the person a second time.

To add more people, do steps 2 to 5 again for each person.

Note: Care saves the whole care team as one list with each change.

Expected Outcome​

  • Care adds the person to the care team of the encounter with the clinical role that you selected.
  • The care team list shows each member and their clinical role.

Concepts:

Flows: