Managing Care Team Members
To streamline patient intake and ensure accurate territory alignment, users can utilize automatic assignment rules that map care team roles to Patient Journeys. This ensures the correct care team members are assigned to a case immediately.
Who can use this feature?
- Business Admin Users – Browser
- Defining Patient Journey Care Team Assignments
- End Users – Browser
- Assigning Care Team Members
- Users require a Patient CRM License
Configuring Automating Care Team Assignment and Alignment for
All Users
To configure this feature:
- Ensure Configuring Patient CRM is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
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Grant the following permissions:
Object Object Permission Object Types Fields Field Permission patient_journey_care_team_member__v CRED All All Edit patient_journey_care_team_assignment__v CRED All All Edit patient_journey_step__v RE All case_assigned_to__v Edit - Navigate to Admin > Configuration > Objects > patient_journey_step__v > Layouts.
- Place the case_assigned_to__v field on the appropriate layouts.
Defining Patient Journey Care Team Assignments as
Business Admin Users
To define care team assignment rules and roles:
- Navigate to the Business Admin > Objects > Patient Journey Care Team Assignments.
- Select Create.
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Populate the following fields:
- Role – Defines the role of the member of the care team
- User – Defines the user assigned to the role
- Select Save.
- Navigate to the Patient Journey Steps section of the Patient Journey.
- Edit the appropriate Patient Journey Step.
- Populate the Case Assigned To field with the appropriate role.
- Select Save.
Assigning Care Team Members as
End Users
Members of the care team are added to Patient Journeys automatically during patient intake based on the following criteria:
- If the selected provider during the intake process is in the user’s territory, the care team is assigned based on that territory
- Otherwise, the care team is assigned based on the territory of the patient
If the selected provider is not assigned to a territory, care team members are not automatically added.
Additionally, users can manually add or reassign members from the resulting Patient Detail page:
- Navigate to the appropriate Patient Detail.
- Navigate to the Care Team section.
- Select Add Care Team Member.
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Populate the following fields:
- Role – Defines the role of the member of the care team
- User – Defines the user assigned to the role
- Select Save.
Users can also select Reassign on an existing member to transfer the role to a different user.
