You can create a patient care team and add participants to the team from the Care Team Members template. You can also add a practice care team as one of the participants of the patient care team.
From the Care Team Members template, in the Patient Care Team section, enter a care team name.
Select a care team status.
By default, the status of the care team is Active.
Set the active and inactive date and time of the practice care team.
By default, the active date and time is the current date and time.
To add a participant to the care team, select a participant type and then do one of the following:
In Clinical professional or Agency/Organizations, select a member from the NPI Registry lookup and then add/edit the participant details in the corresponding fields or import a practice care team.
Select Other and enter the corresponding details.
Note: You cannot add/edit the address details for the Clinical professional or Agency/Organization participant type.
Select a lead member for the patient care team.
Enter your comments in the Care team comments section.
To save the patient care team, do one of the following:
Click Save & Add New and repeat step 4 to add another participant the care team.
Click Add.
Add Members Through NPI Registry Lookup You can add Clinical professional or Agency/Organization to a practice care team or a patient care team through the NPI Registry Search window.
