The Care Team feature enables collaborative patient care by allowing multiple clinicians to access a patient's clinical data and perform shared actions. This ensures coordinated care while maintaining proper access control.
Steps to Manage a Patient's Care Team
1. Access Management
To manage a patient's care team, you must have access to the Manage Care Team feature.
2. Add or Remove Clinicians
If you have access, you can add or remove clinicians from a patient’s care team.
Limitations:
Only a clinician can be added to a patient’s care team.
A maximum of 5 clinicians can be added per patient.
3. Access Granted
Any clinician added to the care team will have access to all clinical data of the patient, according to the access permissions defined in their main access management.
Clinicians can perform actions granted by their access, such as:
Creating appointments
Sending forms
Creating claims for the patient
4. Removing a Primary Clinician
A clinician cannot be removed from the practice if they currently have patients assigned to them.
To remove a primary clinician, reassign their patients to another clinician first to ensure no patient remains unassigned.
Notes & Tips
Only users with the appropriate access can manage the care team.
Maintaining a well-defined care team ensures proper collaboration and prevents access conflicts.