Create a Care Team

It takes a team of people at your Agency to properly support the unique needs of each Client. Team members will join and leave the Client’s care team, so it's important to maintain a history of those involved with each person’s service. You can view a Client's team on the Care Team tab of the Client Profile.

  1. Go to Clients > Current Clients and click on the Client.

  2. Go to the Care Team tab.

  3. Click the Edit button at the top of the page.

    Add Employee to Care Team

  4. Select the User Role from the dropdown:

    1. Caregiver: Add a Caregiver to the Client Profile. Search for the Caregiver in the Employee field.

    2. QP/RN: Add a Qualified Professional or Registered Nurse to the Client Profile. Search for the QP/RN in the Employee field.

    3. Agency Case Manager: Add an internal Case Manager to the Client Profile. Search for the Agency Case Manager in the Employee field. Under the Service Line dropdown, select a specific service line or All if this Employee handles all services. More than one Internal Case Manager can be selected to be the contact for a specific service.

      When an Internal Case Manager is added to a Client's Care Team, their name will display at the top of the Client Profile. Multiple Internal Case Managers can be added.

      Multiple Case Managers display on the Patient Profile

  5. Type the Employee's name in the Employee field.

  6. Select the Relationship Type.

  7. Add a Start Date. An End Date is optional. When a Client is discharged, the End Date is updated automatically.

  8. Click the Add button.

    Add an Employee to a Client's Care Team

  9. Click the Update button at the top of the page.

  1. Go to Clients > Current Clients and click on the Client.

  2. Go to the Care Team tab.

  3. Click the Edit button at the top of the page.

  4. Locate the Employee you would like to remove.

  5. To retain the work history in the Client's Profile:

    1. click the Edit icon under the Actions column.

    2. Add an End Date.

    3. Click the Update button.

  6. To remove the work history from the Client's Profile, click the Trash icon under the Actions column.

    Remove an Employee from a Client's Care Team

  7. Click the Update button at the top of the page.

You can also add or edit a Client's Care Team from the Current Clients page:

  1. Go to Clients > Current Clients and find the Client record.

  2. Under the Actions column, click the Ellipses and select Assign Care Team.

    Assign Care Team

  3. The Assign Care Team panel opens.

    1. Click the Add Team Member button to add an Employee.

    2. Click the Edit icon next to an Employee's name to adjust details.

    3. Click the Trash icon next to an Employee's name to remove from the Care Team.

    4. Click the Update button at the bottom of the panel to save your changes.