What are Care Teams?

Care Teams allow your practice to assign patients to a certain group of providers and staff depending on their needs. Only members of the Care Team are able to see and respond to messages from patients on that particular team. Patients can easily be reassigned to a different Care Team at any point in time. Only Admin members have access to view and edit care team settings.

Create a New Care Team

  1. To create a new Care Team, go to the Organization page > Members > Click on the member for whom you'd like to add a care team.


    Important note:

    You can ONLY add a care team to a member currently set as a "Practice Acct" (see image below). In many cases, the only Practice Acct will be the placeholder account listed under the practice name. We highly recommend that you do not add or remove Practice Accts without first consulting the OhMD Support Chat.

  2. When you click on that member, a details panel will open on the right side. Scroll down in the panel and click on the + sign to the right of "Care Teams".

  3. Enter the Care Team name. You will have the option to set this as the default Care Team. This means that new patients will automatically get assigned to this team when added. To add colleagues to this Care Team, search for them in the dropdown search bar.

3. Delegation insures that a member of the Care Team will receive notifications based on their profile settings (which can be adjusted from the Members page). If a member wants to be notified of messages from patients on this Care Team, leave the Delegate box next to their name checked. If they want to have access to chats with patients on this Care Team, but don't want to be notified of them, uncheck their Delegate box. Make sure to click "Save & Close" when you're done editing.

Edit a Care Team

  1. To edit an existing Care Team (change the name, add or remove members, or change delegation settings), go into Organization > Members > Click on the member under whom the care team is nested. This will be one of the members marked as a "Practice Acct". In the right side panel, scroll down to the particular Care Team you wish to edit and click the pencil icon next to it.

2. A window will open which allows you to change the Care Team name, add members using the search bar, remove members to the right of their names, and adjust delegation settings. To delete a Care Team altogether, click "Delete Care Team" at the bottom of the window. Make sure to click "Save & Close" when you're done editing.

Reassign a Patient to a Different Care Team

If you want to assign a patient to a different Care Team, you can do so either in the active patient list or in an individual patient chat.

Reassign Patient Care Team from Active Patient List

  1. Go into Patients > Active > Search for the patient in the top search bar > Click on the patient. In the right side panel, scroll down to Provider Preferences.

2. Use the dropdown search bar to select a different Care Team for the patient. If you are not on the Care Team that the patient is reassigned to, you will no longer have access to the patient's chat.

Reassign Patient Care Team from Individual Patient Chat

  1. Go into Messages > Patients > Use the magnifying glass to search for the patient you'd like to reassign and click on their name.

  2. In the right side Details panel, under Care Teams, use the dropdown bar to select which Care Team to reassign the patient to. If you are not on the Care Team that the patient is reassigned to, you will no longer have access to the patient's chat.

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