Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/ManagingPatients/CareTeam.htm

## 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](#DefiningPatientJourneyCareTeamAssignmentsas)
* End Users – Browser
* [Assigning Care Team Members](#AssigningCareTeamMembersas)
* Users require a Patient CRM License

### Configuring Automating Care Team Assignment and Alignment for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)All Users](#)

To configure this feature:

1. Ensure [Configuring Patient CRM](../Config/ConfiguringPatientCRM.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. 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 |
6. Navigate to **Admin > Configuration > Objects > patient\_journey\_step\_\_v > Layouts**.
7. Place the **case\_assigned\_to\_\_v** field on the appropriate layouts.

### Defining Patient Journey Care Team Assignments as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

To define care team assignment rules and roles:

1. Navigate to the **Business Admin > Objects > Patient Journey Care Team Assignments**.
2. Select **Create**.
3. Populate the following fields:

   * Role – Defines the role of the member of the care team
   * User – Defines the user assigned to the role
4. Select **Save**.
5. Navigate to the **Patient Journey Steps** section of the Patient Journey.
6. Edit the appropriate **Patient Journey Step**.
7. Populate the **Case Assigned To** field with the appropriate role.
8. Select **Save**.

### Assigning Care Team Members as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)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:

1. Navigate to the appropriate [Patient Detail](ViewPatientDetails.htm).
2. Navigate to the **Care Team** section.
3. Select **Add Care Team Member**.
4. Populate the following fields:

   * Role – Defines the role of the member of the care team
   * User – Defines the user assigned to the role
5. Select **Save**.

Users can also select Reassign on an existing member to transfer the role to a different user.

### Related Topics

[Viewing Patient Details](ViewPatientDetails.htm)

[Using Patient Intake Forms](PatientIntakeForms.htm)

[Defining Patient Journeys](../Config/PatientJourneys.htm)