Care Teams

Introduction

Care teams in Canvas allows you to easily assign care staff members to one patient allowing you to build a team with multidisciplinary skills.

Key Objectives

• You will learn how to enable Care Teams in Canvas Admin.
• You will learn how to add Care Team Roles in Canvas Admin.
• You will learn how to manage care teams in Canvas.
• You will learn how Care Team Leads are used in Downstream Workflows.

Video (Coming Soon)

FAQ

Q: Why can't I see the staff member I want to select in the care team drop down?

A: Any Staff member with a staff role that falls under the Clinical Domain umbrella will display as an option in the team member drop down.

Q: Why can't I select a role to assign to a team member in Care Teams? 

A: Care team roles need to be added in Settings > Care team roles. See below.

Q: Why can't I see care team roles in settings? 

A: The switch needs to be enabled to view this setting. Please contact Canvas Support for assistance enabling this switch.

Q: Can I set a Care Team via the API?

A: Please review our FHIR API reference docs.

Step by Step

Enable Care Teams

• The switch needs to be enabled to set a Care Team. Please contact Canvas Support for assistance enabling this switch.

Add Care Team Roles to Canvas Admin

• Begin in the Schedule View
• Click on the triple line menu
• Select Settings
• Locate and open Care team roles
• Select
• Fill in the appropriate fields
  • Required fields:
    • System
    • Display
• Select the active checkbox
• Select
• Ensure role is available in the care team role drop down in the Registration View

Managing Care Teams in Canvas 

• Navigate to the Registration View of the desired patient
• Locate Care Team on the left hand side

Add a Care Team member 

• Select under Care Team section
• Select a Team Member from the drop down menu
• Select a Role from the drop down menu
• Select

The team member drop down displays up to 30 staff members but staff name can always be used to locate the desired staff member.

Update a Care Team member

• Select to the far right of the care team member's name (next to the team lead indicator)
• Make desired changes to Team Member or Role
• Select

Delete a Care Team member

• Select to the far right of the care team member's name (next to the team lead indicator)
• Select

Designate aTeam Lead

• Select next to to designate team member as team lead

indicates the current Team Lead. When there is no Team Lead selected the following message is displayed.

 

`Inactive` label to any Care Team members

For any staff members that are part of a patient's Care Team within the patient's profile, rather than automatically removing the staff member when he/she is marked as `inactive`, an `inactive` label will be added next to that corresponding staff member. This is to ensure users are able to see the patient's full care team and make appropriate changes when a staff member is no longer active. Staff members are marked as inactive from each staff member's settings page by unchecking the `Active` checkbox.

Care Teams in Downstream Workflows

Panel Filter

• Refill requests will search by Care Team Lead
• Panel Inpatient stays will display Care Team Lead

Messaging

• Incoming messages from patient app will be sent to the care team lead
  1. When a care team lead has not been assigned AND no prior messages have been sent to the patient, incoming patient messages will be assigned to Canvas Bot.
  2. When a care team lead has not been assigned BUT a staff member has previously messaged the patient, incoming patient messages will be assigned to the staff member who last messaged the patient.
• {{PROVIDER_CREDENTIALED_NAME}} & {{PROVIDER_SIGNATURE}} will render the Care Team Leads credentialed name and signature in message/letter templates
• Patient app emails “from name” will display theCare Team Lead's location name

Printed Documents

• Care Team Lead's primary location will be used, including:
  • company name
  • address
  • phone
  • fax number on footer/header 
• Lab order
  • Ordering site number
  • fax
  • name
• Full Chart PDF printout will Display Care Team Lead
• Vitals printout will display Care Team Lead name
• Print specimen label displays Care Team Lead in ORDERED BY field

Populations 

• Filter by Care Team Lead
• Populations intervention a message includes Care Team Lead name or intervention’s author if care lead is none

Data Export

• The following fields will return Care Team Lead name:
  • Continuity of Care > author
  • Continuity of Care > provider
  • Referral > author
  • Referral > provider

Data Integration

• Reviewer defaults to the patient’s Care Team Lead
• Copy will also change

Health Gorilla

• Ordering provider fallbacks to Care Team Lead, if original provider does not have a valid NPI
• Reviewer falls back to Care Team Lead, if NPI given by Health Gorilla cannot be found

Medications

• ChangeRequest search will search on care lead 
• PrescriptionAlert search will search on care lead 

Google-Delivered Reports

• dump_demografics (Patient List Google Delivered Report) will rename PCP First Name and PCP First Name to Care Team Lead

Roles

• Provider
• Clinical staff
• Care Coordination