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Clinical care

Modify the care team

This flow describes how to change the primary member of the care team, and how to remove a member from the care team. Pre-requisites - The patient has an encounter at the facility, and you open that encounter. - The care team has at least one…

3.1 · versioned documentation · 2 min read

Overview

This flow describes how to change the primary member of the care team, and how to remove a member from the care team.

Pre-requisites

Permissions

Permission Access
Update Encounter non clinical Lets you change the primary member and remove a member. Administrator, Doctor, Nurse, and Facility Administrator have this permission.

Steps

1. Open the care team

Open the Encounter page for the patient.

Select Encounter Actions, then select Manage Care Team. Press Shift+E to open the encounter actions.

You can also select Manage Care Team on the side panel of the Overview tab.

2. Change the primary member

MANSOQ always treats the first person in the list as the primary member.

Find the member that you want at the top of the list.

Select Mark as Primary on that member.

MANSOQ moves that person to the top of the list. MANSOQ shows the message "Primary member updated".

Note: MANSOQ asks for no confirmation for this action.

3. Remove a member

Find the member that you want to remove.

Select Remove on that member.

MANSOQ opens the Confirm Removing Member dialog.

Select Remove again to confirm.

MANSOQ shows the message "Member removed successfully".

Note: Remove staff when they no longer look after the patient. This keeps the care team correct for the staff who read the encounter.

Expected Outcome

Related

Concepts:

Flows:

Source evidence

References are pinned to the private MANSOQ source repository. Repository access is required to open these links.