Adding/Editing a Team

Version 14.19

Overview

In OP, Teams are used for assigning patients to specific care groups. Some examples of Teams could be the Asthma Care Team, Diabetes Management Team, or simply Team A or Team B where the specific meaning and function of the team will be determined by your practice. Teams are an optional function in OP.

Adding a Team

To add a Team:

  1. From the Practice Management tab, select Departments
  2. Click the Teams tab

  1. Click the Add button
  2. Enter the Team Name in field
  3. Select a Team Color for the department (if applicable)
  4. Enter a  Team Description
  5. Click the Save button

Editing a Team

To edit a Team:

  1. From the Menu Toolbar, click Utilities 
  2. Select Manage Practice
  3. Select Departments
  4. Click the Teams tab
  5. Select the Team that you want to edit
  6. Click the Edit Record button
  7. Click the Post Edit button to save your edits
Version 14.10

Overview

In OP, Teams are used for assigning patients to specific care groups. Some examples of Teams could be the Asthma Care Team, Diabetes Management Team, or simply Team A or Team B where the specific meaning and function of the team will be determined by your practice. Teams are an optional function in.

Adding a Team

To add a Team:

  1. From the Menu Toolbar, click Utilities 
  2. Select Manage Practice
  3. Select Departments
  4. Click the Teams tab

  1. Click the Insert Record button
  2. Enter the Team Name in the field
  3. Select a Team Color for the department (if applicable)
  4. Enter a Team Description
  5. Click the Post Edit button

Editing a Team

To edit a Team:

  1. Click Utilities on the menu toolbar.
  2. Select Manage Practice.
  3. Select Departments.
  4. Click the Teams tab.
  5. Select the team you would like to edit.
  6. Click the Edit Record button .
  7. Click the Post Edit button to save your edits.