Modifying a care team member's capacity

If organization units are enabled for your organization, you can modify the capacity of any active care team member who as at least one assigned role. You might need to do this if the maximum number of clients that they can safely and effectively manage increases or decreases, due to their availability, working hours, or skills.

Before you begin

Capacity is a calculation that is used to determine the workload of care team members (for example, care managers) and their ability to manage their existing workload or take on new work. By default, a care team member has a maximum capacity of 150. However, you can modify capacity for care team members. But you can only modify the capacity of care team members in your organization unit whose status is Active and only those who have at least one assigned care team role. You cannot modify the capacity of care team members whose status is Suspended or Closed.

About this task

From your workspace, use the Care Team view in the Capacity chart to see the total number of active care team members in your organization units and the number among them who are Over capacity, and at High, Medium, and Low capacity. In the Total view, you can see the total number of clients who are assigned to care team members and the total available capacity of all of the care team members in your organization.

Assign clients to care team members based on their available capacity. When you assign a client to a care team member, you see the care team member's capacity that is displayed as a percentage and a ratio. For example, 67% (100/150) indicates that the care team member is at 67% capacity and has 33% available capacity. (100/150) indicates that the care team member has 100 active clients and the maximum number of clients that the care team member can manage is 150.

If a care team member fulfills multiple care team roles, their capacity is the maximum number of clients that they can manage across all roles that they fulfill. For example, if a care team member serves in a nurse role for 10 clients and a dietician role for 30 clients, the care team member's capacity is 80/300, where the capacity is 150 per role.

When you modify a care team member's capacity, the maximum capacity number is updated in the Assigned column on the Care Team list page. You are notified of the modified capacity with an information icon. Assign more clients or fewer clients to a care team member based on the updated capacity value.

Procedure

  1. Sign in to your account.
    Your home page opens.
  2. From the Capacity card, click the Capacity arrow icon.
    The Care Team list includes all Active, Suspended and Closed care team members in the organization unit with or without client assignments. You can see their care team roles and their capacity to manage clients in a given role, their skills, and whether their status is active, closed, or suspended.
  3. In the Actions menu for a care team member, click Edit Capacity.
    The Edit Capacity window opens.
    Note: The configured capacity of the assigned role of the care team member is displayed. If no capacity is configured for the care team role, Not Set is displayed (where your administrator has not added any capacity value for the role in configuration).
  4. In the New Capacity column, update the capacity of the care team member to a value between 0 - 9,999.
  5. Click Save.