NextGen Knowledge Center

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. To create a practice care team, you must add at least one member to the care team and there is no restriction on the maximum number of members that you can add.

You can add two types of participants to a practice care team: Clinical professional and Agency/Organization.

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

  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:
  5. To add or edit the member details, enter information in Role/Function, Status, Active, and Inactive fields.
  6. To set a member as the primary provider, select the corresponding check box. 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, click Add.
  8. To create the practice care team and add another member, click Save and Add New and then repeat Steps 4 to 5.