A patient's care team controls which clinicians can work with that patient's records. Each clinician's role still controls what they can do.
In this guide, we'll cover:
Viewing the care team
Adding or removing a clinician
Understanding access
Reassigning a primary clinician
Viewing the care team
To view a patient's care team:
Open the patient profile.
Find Care Team in the right sidebar.
The list shows the primary clinician and other assigned clinicians.
Adding or removing a clinician
To update the care team:
Select the add icon to add a clinician.
Choose a clinician from the list.
To remove someone, select the remove icon next to their name.
Note: A patient can have up to five clinicians. Only team members with a clinical role and verified National Provider Identifier (NPI) can be added.
Understanding access
Joining the care team gives a clinician access to the patient.
The clinician's role still determines whether they can view, comment on, edit, or sign each type of record.
Patients can self-schedule only with their primary clinician.
Patients can message, complete forms, and share documents with members of their care team.
Common uses
Clinical supervision: Add a supervisor so they can review an intern's work when their permissions allow it.
Integrated care: Add each treating clinician so they can coordinate care.
Coverage: Add a covering clinician when another clinician will be unavailable.
Care transition: Add the new clinician before changing the primary clinician.
Reassigning a primary clinician
A clinician cannot be removed from the practice while they remain a patient's primary clinician.
To reassign patients:
Open the clinician's care team list or My Team.
Assign each patient to a new primary clinician.
After no patients remain assigned, remove the clinician from the practice.
Admin reminders
You need the Manage Care Team permission to add or remove care team members.
Alerts for completed forms and self-reports go to the care team.
Remove clinicians when they no longer participate in a patient's care.