/
(Move+Reword text to Demographics page) Team-based Care

(Move+Reword text to Demographics page) Team-based Care

Owned by Nikhil Balasubramanyam (Deactivated)

The UCCP platform has been designed to support teams-based care, so providers from different systems that share clients in common may communicate about the client’s care. A client must consent to teams-based care for this function to be in place.

Because each client has unique needs, each client may also have a unique set of providers who make up his or her “care team.” Each care team consists of a Primary provider or case manager (denoted with a [P] on the record) and other providers from participating agencies that share responsibilities for the client.

To adjust members of a care team, first open the patient’s record (Section 4). Then click on “Demographics” on the top-level menu. Navigate down to “Intervention Information” and click on “[Client’s name] Care Team”, as shown below (Figure 4.4.a).

 

Figure 4.4.a Care Team Button

 

Once you click on the button in red (Figure 4.4.a), the following box will appear:

 

Figure 4.4.b Care Team Window

  1. “All Users from your Organization”: the names of individuals from a given organization. Hold down “Ctrl” and “Alt” to select multiple providers at once.

  2. Carry over button: Click this arrow, once you have selected the desired individuals from field “1” (“All Users from your Organization”) to move the selected people over to field “3” (“Team Members”)

  3. “Team Members”: names of individuals from an organization that have been added to the Care Team

  4. Click this drop-down menu to request to add a new organization to your Care Team

 

Once you click on the drop-down menu to “Request Organizations to be a part of the care team” (Field 4 from Figure 4.4.b), the following menu will appear:

 

Figure 4.4.c  Requesting Organizations to Join the Care Team

  1. “Consented Organizations”: List of organizations that have consented to be added to a client’s Care Team

  2. Carry over button: Click this arrow, once you have selected the desired individuals from field “1” (“All Users from your Organization”) to move them over to field “3” (“Requested Organizations”)

  3. “Requested Organizations”: names of organization who have been requested to join the Care Team

  4. Add notes to send with the newly requested organizations (if needed)

 

Further down the Care Team menu is the following view:

 

Figure 4.4.d Team Request History

In this view, the user can view the status of requested organizations as well as the “Assign” button (denoted by arrow in Figure 4.4.d) which must be clicked to implement the changes made from Figure 4.4.b & Figure 4.4.c.

The other categories on this page show the information added when the client was enrolled initially. The categories and structure of the page can be seen in (Section 4.2.1).

Note: if a provider from an external participating agency is added to the Care Team, that provider’s team lead will be notified and then will be able to assign the patient to the correct provider within the agency.  

 

Things to remember:

  • Make sure that the labels for the page updated and relevant to the page/section.

  • Make sure that the pages have the following restrictions:

    • Editing restricted:

      • Everyone - can view

      • pcic-prod-documentation - can edit

← Previous Page

Next Page →

Related content