Adding Care Team Members

You can add care team members to a patient's appointment so that the information is contained in the patient's Clinical Summary and C-CDA files. 

 

1. Open a patient chart by searching for a patient in the navigation Search bar or through Patients > Patient List

Patients_Patient_List_Search.png

 

2. Go to the Clinical Dashboard on the left.  

PatientChart_Clinical_Dashboard.png

 

3. Scroll down to the Additional Options section and click on Care Team Members

Clinical_Dashboard_Additional_Options_Care_Team_Members.png

 

4. The provider for the appointment is automatically included.  You can add other team members by clicking Edit next to the appointment.  

Clinical_Dashboard_Additional_Options_Care_Team_Members_Edit.png

 

5. Add the necessary Care Team Members and click Save

Clinical_Dashboard_Additional_Options_Care_Team_Members_Select_Care_Team_members.png

 

6. Once added, the Care Team Members will appear next to the appointment. 

Clinical_Dashboard_Additional_Options_Care_Team_Members_Added.png

 

7. Under the Clinical Dashboard section, click on the Clinical Summary menu.  Select the format you would like to export or view. 

Clinical_Dashboard_Clinical_Summary.png

 

8. Under the encounter information, the Care Team Members will be listed along with their roles in the practice. 

CareTeamPDF_Example.png

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