To manually create and add Care Managers to your institute, please follow the instructions detailed in this article. Please note that you must have certain security roles in order to make these adjustments.
Create a Care Manager
1). Log into your institute and locate the "Configurations Tab".
2). Once here, select "Manage Users".
3). A new screen will arise. Click on the "Create New Staff User Button".
4). Input the information into the following fields. Specifically, at a minimum the "First Name," "Last Name," and "Email" must be filled out.
5). For care managers, select the staff role as "Care Manager". Typically, care managers have their access frequency listed as "Frequently" so input this information in as well.
6). As for their security role, select the "Collaborative Care Manager". On this page, you must also click on the correct user organization and push "Save" at the very end.
7). A screen will surface confirming this information. Please note that before a care manager can be added to panels, they need to be enabled.
Adding Care Managers in Panels
1). From the dashboard, locate the "Configuration" tab. From here, select "Panel Configuration".
2). This page lists all active and retired panels within your organization. Here, you have the option to edit all panels to delete or add new providers.
3). Select "New Panel" at the top left of the page.
4). Here, you must input the name of the panel and select "Save".
5). This new panel will now appear in the "Active Panels" section. To add the care manager and related PCPs, click on the "New Team Member" button. Alternatively, if all active PCPs are to be added to this panel, select "Add All PCPs".
6). If you selected "New Team Member", add in their name, function and start date. Additionally, you have the option to input an end date if that is relevant.
7). After creating the panel, there will now be an option to add the new panel to a patient's page. For more information about editing a patients care team, please refer to this article.