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Care Team Roles

How to customize and build out a patient's care team

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Written by ThoroughCare
Updated yesterday

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Overview

The Extended Care Team Roles feature enables users to add different user roles under the 'Clinical' type, which can be configurable per practice. For example, a practice can create care team roles for additional members of a patient's care team, such as a dietician, social worker, pharmacist, health coach, etc.

Adding Patient Care Teams

To set up a patient's care team, navigate to the patient's Care Management tab and click on the "Edit Care Team" button visible in the "Program Specifics" section.

After clicking on the button, the user will be presented with a modal titled "Assign Care Team". Here, the user will be able to modify who the patient's care manager and program providers are, by entering their names into the associated fields.

Additionally, the user will be able to include more members to the patient's care team by utilizing the "+ Add Care Team Role" button. Here, you'll be able to select what role you would like to add to the patient's care team by using the dropdown list in the "Select Care Team Role" field, and then use the "Select User" field to the right to assign a specific person to that role.

If the user wants to add even more members to the patient's care team, they can click the "+Add Care Team Role" button, which will create another row where the user can designate the role and personnel for this care team member.

Finally, if at any time the user wants to remove a member of the care team who was previously added, they can click on the red "X" to delete them.

Once you are ready to save the roles and users for the patient's care team, simply click "Save", and the information will be populated in the patient's Care Management tab.

Note: As you can see at the top of the modal, there are various tabs representing different programs available in ThoroughCare. Users can navigate between tabs for programs that the patient is enrolled in, and they can customize a different care team for each program.

Creating New Care Team Roles

To set up extended care team roles for your practice, navigate to the "Management" section of the left-hand menu and click on "Care Team Roles".

You will then be presented with a menu where you can view a list of care team roles that currently exist in your practice and adjust the order of the roles for how they would be presented in drop-down lists. The default roles for all practices will be visible, and they cannot be edited.

To add a new role, click on the "+Add New Role" button on the top right of the screen.

Once that button is clicked, a modal will appear titled "Add Clinical Care Team Role". Here, you can create new care team roles for your practice. Simply name the role in the "Name" field and include a description in the "Description" field. Then, click "Save" to add the role.

Care Plan Report

When generating the care plan report for a patient, all applicable care team members will be listed in the "Care Team" section on the report.

To access other helpful ThoroughCare articles in the Knowledge Base or to get help from the ThoroughCare Support team members, click the β€˜i’ icon in the top right corner of the software next to the username and use the appropriate link!


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