Creating Patient Care Teams

In order to manage Patient Accounts you must be a member of their Care Team. By following the instructions below you will be able to create a Care Team, register a patient device and learn how to submit forms under the patient record.

Step 1:

Select the Organization module from the top-menu bar

Step 2:

Navigate to the specific patient you are interested in adding and select Care Team from the Actions list as denoted below.

Step 3:

Use the Add New Member button in the top-right corner as noted in the picture below.

Select the professional you are looking to the patient care team, then select their role from the ‘Care Team Role’ section. When you have filled the corresponding fields in click OK to continue.

Step 4:

To ensure that your patient has been successfully added to your Care Team click on the Client List button from the top-menu bar under the professional account you added the patient to. You should find the patient now listed.