Adding/Editing a Team

Version 14.19

Overview

In OP 14, 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 14.

Adding a Team

To add a Team:

  1. Click Utilities on the menu toolbar.
  2. Select Manage Practice.
  3. Select Departments.
  4. Click the Teams tab.

  1. Click the Insert Record button .
  2. Enter the new Team name in the blank entry line.
  3. Select a color for the department (if applicable).
  4. Enter a description of the Team.
  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.
Version 14.10

Overview

In OP 14, 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 14.

Adding a Team

To add a Team:

  1. Click Utilities on the menu toolbar.
  2. Select Manage Practice.
  3. Select Departments.
  4. Click the Teams tab.

  1. Click the Insert Record button .
  2. Enter the new Team name in the blank entry line.
  3. Select a color for the department (if applicable).
  4. Enter a description of the Team.
  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.