Team Lists
Learning Objectives
• Identify the purpose and use for Teams.
• Examine the procedure for setting up a
new Team.
• Learn how to manage Teams.
• Learn about Team Notifications.
Purpose and Use
• Sending system generated (not user
generated) Notifications to a group of
users.
• For IHS, Teams have proved most useful
for sending Consult requests to a group of
users
Setup Procedure (Cont.)
• It is suggested that you prefix your list
name with a term related to the function.
• Use meaningful and consistent names so others
can determine the use of the Team at a later
date.
• Example: Team that will result Pharmacy
Consults can be named “CONSULT
PHARMACY” (note you do not need to include
the word “Team” in the name).
Setup Procedure
• Created in RPMS:
– Menu structure.
• EHR > BEH > PAT > TEA > CRE
• Types:
–
–
–
–
P
TA
TM
MRAL
PERSONAL PATIENT
TEAM PATIENT AUTOLINKED
TEAM PATIENT MANUAL
MANUAL REMOVAL/AUTOLINK ADDITION
§ Select “MRAL” to create a new Consult Team
Setup Procedure (Cont.)
• Team Type determines how patients are
added and/or removed.
Originally in the VA Teams were designed to
manage groups of Patients, but in this case we
have no Patients on this team, but are using it
to add Providers to the Team.
Adding or Removing
Providers from a Team
The Team List Management Menu
CRE
DEL
DPT
DUS
EXA
RAL
REN
RPA
Create/Add to Team List
Delete Existing List(s)
Display Patients Linked to a User via Teams
Display User's Teams
Examine/Print Existing List(s)
Remove Autolinks
Rename Existing List(s)
Remove Patients from a List
RPR
Remove Providers from a List
Adding or Removing
Providers from a Team
• In this training we will only discuss the
relevant menu options.
• There are Team menu options we will not
review today.
Adding or Removing
Providers from a Team (Cont.)
CRE
Create/Add to Team List
•
Menu used to create a new Team.
•
Also used to add providers to the Team.
DUS
•
Display User's Teams
Can be used for troubleshooting.
EXA
Examine/Print Existing List(s)
•
Used to see current Teams. Important because during Team creation you
cannot “question mark” to see what Teams are already created.
•
Used to see members of a Team.
Adding or Removing
Providers from a Team (Cont.)
REN
Rename Existing List(s)
• Used to rename a Team.
RPR
Remove Providers from a List
• Used to remove providers from a Team.
Adding or Removing
Providers from a Team (Cont.)
Subscription status.
• Determines if users can add and remove themselves
to a Team through the GUI.
– NO: Users cannot add/remove themselves.
– YES: Users can add/remove themselves.
• In IHS when used for Consult recipients it is set to “NO.”
Team List Maintenance
• At your site, you must keep the Team Lists current with
the correct Providers on each Team or EHR will not
send the correct Notifications to the correct people.
• This is an on-going process that must be maintained as
staff come and go.
• It is suggested you develop a system to keep the Team
List maintainer “in the loop.”
Notifications
Behavior of notifications, when received by a Team, is
setup under RPMS.
• EHR > BEH > NOT > PAR > DEL
• Setup per individual Notifications.
• Determines when notifications received by members of
a Team are deleted.
– Individual recipients: Notification is deleted only for
the individual that reviews one of these notifications.
– All recipients: Notification is deleted for all other
recipients after only one recipient reviews it.
Questions and Discussion