Status Setup Section Change the status if desired using the Select Status drop-down list (Active is selected by default). Select the calendar icon next to the Effective Date for Status Change to select the date and time the team role will be effective. (present date and time is shown by default). The date cannot be prior to the team’s creation date. Select a reason for creating the team role from the Select Status Change Reason the drop-down list (New Team Position is selected by default). Team Placement Section Select the Team Lead check box to make a team role the team lead. There may only be one active Team Lead per team. Select the Point of Contact - Administrative check box to make a team role the primary point of contact for the team. There may only be one active primary point of contact per team. Select the Point of Contact - Clinical check box to make the team role the secondary point of contact for the team. There may be multiple secondary points of contacts. Patient Capacity Section The Position Capacity number is the allowed patient capacity for the calculate team model. For Specific Team Only According to Team Care Type. To override the allowed patient capacity number, select the Allow Position Capacity Override check box. For Specific Team Roles Only According to Team Care Type. Enter the number of patients that will be allowed to be assigned to the team in the Position Capacity Override text box. For Specific Team Roles Only According to Team Care Type. If desired, enter a justification for the override in the Justification text box. Click the Submit button to save the information to the database. Click the View/Edit the Notification Distribution Rules link to view a list of notification types and settings for the team. Figure 27 - Create a New Position Screen Assign Staff to a Team Role (Position) To assign staff to a team role: From the Position List screen: From the Modify an Existing Team page, the View Positions and Staff Assignments link. The Position List screen will display. Figure 28 - View Position & Staff Link Selected to Assign Staff a Not Assigned link in the Staff Name column to display the Assign Staff to a screen. The team role must be active. Position
Status Setup Section Change the status if desired using the Select Status drop-down list (Active is selected by default). Select the calendar icon next to the Effective Date for Status Change to select the date and time the team role will be effective. (present date and time is shown by default). The date cannot be prior to the team’s creation date. Select a reason for creating the team role from the Select Status Change Reason the drop-down list (New Team Position is selected by default). Team Placement Section Select the Team Lead check box to make a team role the team lead. There may only be one active Team Lead per team. Select the Point of Contact - Administrative check box to make a team role the primary point of contact for the team. There may only be one active primary point of contact per team. Select the Point of Contact - Clinical check box to make the team role the secondary point of contact for the team. There may be multiple secondary points of contacts. Patient Capacity Section The Position Capacity number is the allowed patient capacity for the calculate team model. For Specific Team Only According to Team Care Type. To override the allowed patient capacity number, select the Allow Position Capacity Override check box. For Specific Team Roles Only According to Team Care Type. Enter the number of patients that will be allowed to be assigned to the team in the Position Capacity Override text box. For Specific Team Roles Only According to Team Care Type. If desired, enter a justification for the override in the Justification text box. Click the Submit button to save the information to the database. Click the View/Edit the Notification Distribution Rules link to view a list of notification types and settings for the team. Figure 27 - Create a New Position Screen Assign Staff to a Team Role (Position) To assign staff to a team role: From the Position List screen: From the Modify an Existing Team page, the View Positions and Staff Assignments link. The Position List screen will display. Figure 28 - View Position & Staff Link Selected to Assign Staff a Not Assigned link in the Staff Name column to display the Assign Staff to a Position screen. The team role must be active.
pcmm_web_user_guide.docx