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            Add Care Team Members

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            Add Care Team Members

            A patient or member’s care team is responsible for executing the interventions assigned in their care plan. You can assign a care team to a care plan by going to its Case record and adding case team members there.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To add a care team member Create permission on Case Team and Case Team Member
            Read and View All Records permissions on Case Team Role

            Before you start, make sure that your Salesforce org has the necessary Case Team Roles defined for your care plans. If those roles aren’t defined, talk to your Salesforce admin for help.

            1. Navigate to the patient account, case, or clinical service request record page and go to the care plan interface.
              If you can’t find the Integrated Care Management UI, talk to your Salesforce admin for help.
            2. From the component, click the case number corresponding to a care plan to go to its Case record.
            3. Go to the Related tab and click Add Member on the Case Team related list.
            4. Select a member for the care team and specify their role.
            5. Save your selection.
            6. Repeat these steps till you’ve added all the members of the care team.

            Now, let’s delegate interventions to members of the care team.

             
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            Salesforce Help | Article