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Version: 3.1

How to manage the care team of an encounter

Overview​

This flow describes how to record the users who look after the patient during an encounter. Each member of the care team holds a clinical role.

Pre-requisites​

  • The encounter is open, and you record the care team for that encounter.
  • Each user you add is a member of a department that has access to the encounter.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Update Encounter non clinicalAdd a member to the care team, or remove a member
Can Read encounterRead the care team of the encounter

Admin, Doctor, Nurse, and Facility Admin hold these permissions. Your administrator grants a role to you through a department of the facility.

Steps​

1. Open the encounter​

Select Patients in the facility menu. Select the patient, then select the encounter.

The overview page of the encounter opens.

2. Open the care team panel​

Open the Actions panel, then select Manage Care Team.

The Manage Care Team panel opens.

3. Add a member​

Select Select Department, then select the department of the user.

Select Select Member, then select the user.

Select Select Role, then select the clinical role of the user.

Select Add. Care confirms with the message "Member added successfully".

4. Set the primary member​

Select Mark as Primary beside the member who leads the care of the patient.

5. Remove a member​

Select Remove beside the member. Care asks you to confirm, then removes the member.

Expected Outcome​

  • The overview page of the encounter lists the members of the care team with their roles.
  • The primary member carries the Primary label.

Concepts:

Flows: