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Version: 3.1

Manage the encounter care team

Overview​

This flow describes how to manage the care team of an encounter in Care. The care team lists the staff who look after the patient, and the role of each person.

Pre-requisites​

  • The patient has an open encounter at your facility, and you opened that encounter.
  • The staff you want to add are members of a department at the facility.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Update Encounter non clinicalLets you add, remove, and reorder the members of the care team. Administrator, Doctor, Nurse and Facility Administrator have this permission.

Note: If you can open the encounter but you cannot change it, Care shows the same list in read-only form.

Steps​

1. Open the care team sheet​

Open the encounter page. Then use one of these entry points:

  • Select Encounter Actions (shortcut Shift+E). Then select Manage Care Team.
  • Or, on the Overview tab side panel, select Manage Care Team.

Care opens a sheet titled Manage Care Team. If you can only read the team, the sheet is titled View Care Team.

Note: Care defines no keyboard shortcut for Manage Care Team.

2. Add a member​

  1. Select the department the person belongs to.
  2. Open Select Member and choose the person. Care lists only the users of the department you chose.
  3. Open Select Role and choose the clinical role of the person. Care shows the roles that match your search.
  4. Select Add. Care shows "Member added successfully".

Note: The list of roles comes from a clinical terminology set. Your deployment can offer a different set of roles from another deployment.

If you select a person who is already on the team, Care shows "Member already added".

3. Set the primary member​

Select Mark as Primary on a member. Care moves that person to the top of the list. Care shows "Primary member updated". Care asks for no confirmation.

Note: Care keeps the first person in the list as the primary member. Care marks that person Primary.

4. Remove a member​

Select Remove on the member. Care opens the Confirm Removing Member dialog. Select Remove again. Care shows "Member removed successfully".

Expected Outcome​

  • The care team of the encounter shows the staff you added, with the role of each person.
  • The primary member is at the top of the list.
  • Care saves the whole team together each time you change it.

Note: Membership of the care team can give a user access to the encounter. Add only the staff who look after the patient.

Concepts:

Flows: