If a PCP has been designated in Neo, its contents will be visible upon loading the Care Team screen. This is in contrast to the other Client Resources and External Teams that show only the name and role, due to the expectation of high usage of the Client PCP information.
Only one(1) PCP can exist at a time. Creating a new one will automatically set an end date to the current one for one day before the new PCP starts.
*Adding a new client PCP will also automatically generate an ROI as long as the PCP was selected from the pre-existing list and not manually created. |
Are you working on adding a new PCP while the client already has an existing one in Neo? Click here to learn what to do! 😊 |
Contact
Hovering over Contact will show you details of the last contact to this Care Team.
Clicking on Contact will show you a history of the contacts with this particular Care Team.
New Contact Log
Contact Log - Release
Use this option to log all contact in pursuit of a release of information.
Contact Log - Referral
Use the Referral option when you initiate contact for a referral. Once this has been created, it also creates an alert that allows you to track the referral.
Contact Log - Visit
Use the Visit option to log information about a visit the client had with this particular Care Team.
| *You must choose the correct visit type (Annual Physical or Preventative Care). There are other places throughout Neo that this information transfers to once it has been saved. For example, if you choose Preventative Care when entering an updated Annual Physical, the annual physical information won't transfer to those other places, so other staff won't be seeing the most up-to-date information. |
Contact Log - Other
Use this option to log contact with this Care Team that doesn't fall under the previous categories.
History
Click the History button to view the history of any previously logged client PCPs.
Documents
You can view any documents that have been designated/attached to this particular Care Team.
Edit PCP
Here you can edit all Care Team information except contact information.
Please note: if contact information needs to be added or revised in any way, you must contact Medical Records to make the change. |
Add Participant
