Treatment Team
Creating a treatment team will allow users to add different providers to a client so that the provider can have access to all the clients that are added to their treatment team.
To create a treatment team, fill in the information under Additional Filters.
Select the client name from the drop-down, choose the treatment type, choose the provider that you wish to be in the treatment team, select the member level of the provider, set a valid from and valid to date which will let the provider be in the Treatment team for a particular period, and click on 'Save'.
As seen above, a treatment team for "Doe, Jane" has been added to the system.
Note: A client can be added to another team as well.
Another way of creating a treatment team is by creating an appointment on Calendar View under Appointments.