Add Practice Care Team

You can create a practice care team and add members to the team from the Practice Team Configuration panel of the Care Team Configuration template.

1. From the Care Team Configuration template, enter the care team name.
   

2. Select a care team status.
   By default, the status of the care team is Active.
3. To update the active and inactive date and time of the practice care team, enter the details in the corresponding fields.
   By default, the active date and time is the current date and time.
4. To add the member details, specify the participant type and do one of the following:
   • Add the member from NPI Registry lookup.
   • Select a member name that is already in your database
5. To add or edit the member details, enter information in Role/Function, Status, Active, and Inactive fields.
   Note: You cannot add or edit the member's address from the Care Team Configuration template because it is fetched from the NPI registry.
6. To set a member as the primary provider, select the corresponding checkbox. You can select only one member as a primary provider for a practice care team.
7. To save the practice care team with one member, select Add.
8. To create the practice care team and add another member, select Save and Add New and then repeat Steps 4 to 5.