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Add a Member to the Care Team

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Add a Member to the Care Team

The care team is the group of personal and professional caregivers who help a patient complete their care plans. People who work for your organization are considered internal members and have access to more information about the patient. External members, like family and outside providers, have restricted access to the patient’s information based on the sharing rules set up by your admin.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud
User Permissions Needed
To add a care team member:

Health Standard

View Roles and Role Hierarchy

When you search for the person you want to add, check both the internal and the external tabs in the middle of the page. The name you want can be on a tab that you’re not currently viewing. If the person doesn’t appear in the results, then you can add a person by creating an external member. If you get an error when you try to create an external user, ask your Salesforce admin to configure Experience settings. They must enable the use of standard external profiles for self-registration and user creation before you can create external users here. Members without access to the Experience site can’t use Chatter to collaborate around the patient’s care team.

  1. Go to the All Care Plans subtab.
  2. Expand your care plan and go to the Care Team tab.
  3. Click the Actions button and select Add Care Team Member.
  4. In the popup window, you can either search for an existing user, or create a user to add to your care team. Don’t forget to assign the care team role for this user.
  5. Click Add.
  6. Repeat steps three to five to add your entire care team.
    Note
    Note Every care team must have a care coordinator.
 
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