Flows/Manage the encounter care team

flowclinicalCARE 3.0+

Clinical

Concepts

Patient

Encounter Care team Condition Allergy & Intolerance Observation Diagnostic Report Service Request Specimen Consent Clinical Notes

Questionnaire Response

Flows

Search for a patient

Register a patient View a patient's profile Update patient details Manage patient identifiers Manage patient tags Mark a patient as deceased Manage patient users View a patient's appointments and tokens Create an encounter Update encounter details Assign an encounter location Manage the encounter care team Manage encounter departments Manage encounter tags Discharge a patient Complete an encounter

Restart an encounter

References

Patient

Encounter Care team Condition Allergy Intolerance Observation Diagnostic Report Consent Notes Specimen Service Request

Questionnaire Response

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

Permission	Access
Update Encounter non clinical	Lets 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.

Clinical

Concepts

Patient · Encounter · Care team · Condition · Allergy · Observation · Dx Report · Service Request · Specimen · Consent · Notes · Q. Response

Flows

Search · Register · Profile · Update · Identifiers · Tags · Deceased · Users · Appointments · Create Encounter · Update Encounter · Location · Care Team · Departments · Tags · Discharge · Complete · Restart

References

Patient · Encounter · Care team · Condition · Allergy · Observation · Dx Report · Consent · Notes · Specimen · Service Request · Q. Response

Related

Pages that link here:

• Concepts/Care team
• References/Care team

• Concept: Concepts/Encounter
• Reference: References/Encounter

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