Primary Care Provider to Care Team (effective 07/01/2024)

Looking for the Primary Care Providers(PCP)?

 

PCP area is now located within the new Care Team screen

Below you'll find some of the common functions of the prior PCP area along with some help to transition you to the new ways to complete these tasks.

 

 

★Before

⭐Now


 

Add New

 

★Before

⭐Now


 

Edit

 

★Before

 

⭐Now

 


 

History

 

★Before

 

⭐Now


 

Generate an ROI

 

★Before

⭐Now

ROI Status

 

★Before

 

⭐Now


 

Add ROI Log

★Before

 

⭐Now


 

Add A PCP Visit

 

★Before

 

⭐Now

 

 



Delete

 

★Before

 

⭐Now

There's an Edit button on all Care Teams, including Client PCP 

 

From there, you'll see a Delete button on the bottom left. 

 

 

If there are any items attached to the Care Team that you're attempting to delete, you will instead have to set an end date for that Care Team to remove it from the list.

 



 

Written By Amanda Griffin (Super Administrator)

Updated at June 26th, 2024

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