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Version: 3.1

How to manage the care team of an encounter

Overview​

This flow describes how to add, remove, and order the members of the care team of an encounter.

Pre-requisites​

  • The patient is registered in Care.
  • The encounter is open at your facility. You cannot change the care team of a completed encounter.
  • Each user that you add is a member of a department in the same facility.
  • Each user that you add can see the encounter.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Read encounterSee the care team of the encounter.
Update Encounter non clinicalAdd a member, remove a member, or change the primary member.

Without the update permission, Care shows the care team as read-only. The title of the panel is then View Care Team.

Steps​

1. Open the encounter​

Go to the facility, and select the patient encounter that you want to change. The encounter opens on the Updates tab.

2. Open the care team panel​

Find the Manage Care Team panel in the summary panel of the encounter. Select the edit icon. Care opens the care team sheet.

You can also open the sheet from the command dialog. Press Shift + E to open the command dialog, then select Manage Care Team.

3. Select the department​

Select a facility department in the organization selector at the top of the sheet. Care then shows the users of that department.

4. Add a member​

ComponentsWhat it captures
MemberThe user that you add to the care team. Use Select Member.
RoleThe practitioner role of the member. Use Select Role.

Select Add. Care adds the member and shows the message "Member added successfully".

note

A user can be in the care team only one time. If the user is already a member, Care shows the message "Member already added".

5. Set the primary member​

Care marks the first member in the list with the Primary badge. To make a different member primary, select Mark as Primary on that member. Care moves the member to the top of the list.

6. Remove a member​

Select the remove action on the member, then confirm the action. Care shows the message "Member removed successfully".

Expected Outcome​

  • The care team of the encounter holds the members that you selected, each with a practitioner role.
  • The primary member is at the top of the list, and Care shows that member on the encounter card.
  • The encounter is now in the encounter list of each member of the care team.

Concepts: