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Creating care team roles

When defining a patient's care team, create roles to properly identify each member of the team

Updated over a year ago

If you're adding providers to your patient's care team (see Defining a care team for a patient) and the role you want doesn't exist, you can add it from the settings.

Steps

1. From the main menu, click Settings > Patient.

2. Scroll down to the Care Team Settings section. The list of existing roles appears.

3. To add a new role, click Add New Role.

4. Enter a name and optional description for the role and then click Save.

The role is added to the list and is available when defining a patient's care team.

Updated February 22, 2022

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