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    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.

     



     

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