Modifying care team members' details

You can update the details of care team members, including their care team roles and membership of the core care team. For registered care team members only, you can add skills, specify their relationship with the individual, and update their demographic information.

1. Sign in to your account.
   Your home page opens.
2. To see your clients, from the Side Navigation Menu, select Clients > My Clients, or search for other clients.
3. Click a client name.
   Their Summary View opens.
4. Select Team > Care Team.
5. From the Actions menu for a care team member, select Edit.

   For registered care team members, you can update the following information:

   • Title
   • Name (Mandatory)
   • Suffixes - Choose one or more suffixes to append to a care team member's name to reflect that person's position, educational degree, accreditation, office, or honor.
   • Gender
   • Roles - Choose one or more care team roles to add for the care team member.
   • Add as Primary- Select to associate the care team member who is responsible for the client's care plan and programs.
   • Add as Core: Select to add the care team member to the core care team. Core care team members are considered key to the delivery of an individual's care and typically interact regularly with the individual.
   • Relationship - Select the relationship between a registered team member and an individual. For example, a caregiver might be a friend or a family member.
   • Skill - Search for and select a care team skill to add to the care team member.
   • Phone Numbers
   • Email Address
   • Frequency - Choose from listed frequency values that represent the number of visits or meetings the care team member has with an individual.
   • Consent Records Covered - Either select All, or choose one or more listed consent records that represent the personal health information an individual is willing to share with the care team member. You cannot do both. The All option indicates that the client is providing all of the types of consent records that are configured in the application.
   • Distance - Enter the distance between the location of the care team member and individual, in miles or kilometers.
   • Address

   For care team members with IBM Watson Care Manager accounts, you can update the following information.

   • Roles- Select additional care team roles for the care team member to fulfill on the team from the care team member's available roles.
   • Add as Primary- Select to associate the care team member who is responsible for the client's care plan and programs.
   • Add as Core- By default, care team members with IBM Watson Care Manager accounts are on the core care team. Clear the check box to remove care team members from the core care team or select the check box to add them.
   • Distance - Enter the distance between the location of the care team member and individual, in miles or kilometers.
   • Frequency - Choose from listed frequency values that represent the number of visits or meetings the care team member has with an individual.
   • Consent Records Covered - Either select All, or choose one or more listed consent records that represent the personal health information an individual is willing to share with the care team member. You cannot do both. The All option indicates that the client is providing all of the types of consent records that are configured in the application.
6. Click Save.

   A history of all care team changes is maintained. In the Previous cluster on the Care Team page, you can see the history of care provided by past team members and if needed, you can reinstate those members on the team to keep the client's relationship with the care team they had previously.