Manage Care Team Members

This article covers how to add, edit, and delete Care Team Members. Click the links below to jump to the appropriate section.

Add a Care Team Member

Edit a Care Team Member's Information

Deactivate  a Care Team Member 

Add a Care Team Member

Your team is your greatest competitive advantage. Easily manage your team and quickly add new patients for them through their dashboard. You’ll also be able to see their workload, performance level, and gain helpful insights into your practice. The Care Team consists of all Organization Administrators, Practitioners, and Staff who are active at your clinic. 

Click the appropriate link below to jump to a section:

Add Basic Care Team Member Information

Assign a Role and User Permissions to this Care Team Member

Add NPI and/or Tax ID information to this Care Team Member

Add Provider Classifications and Specialty Information to a Care Team Member

Add EMR identifying information to this Care Team Member

 

Add Basic Care Team Member Information

  1. Click Care Team in the upper navigation bar
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  2. Click Add Care Team Member on the upper right side of the page
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  3. At a minimum, provide the First Name, Last Name, and Email address of the new Member
  4. Fill in any additional information and click Save

Assign a Role and User Permissions to this Care Team Member

  1. Click Rolesmceclip1.png
  2. Select the Provider type from the dropdown to add in additional Roles
  3. In the Locations box, select the location(s) at which this Provider performs this role
  4. Click the > button to add the Member to the location(s)
    CTLocations.gif

If you need additional detail in regards to roles and permissions, follow the link below:

Review Roles and Permissions

Add NPI and/or Tax ID information to this Care Team Member

  1. Click Add Provider Classification mceclip2.png
  2. In the left field, select the type of classification
  3. In the right field, enter the associated NPI or Tax ID number
    Note: Clicking Add Provider Classification again adds another line where you can repeat steps 2-3
    CTProviderClassification.gif

Add Specialty Information to a Care Team Member

  1. Click Add Specialtymceclip3.png
  2. Select this individual's specialty in the dropdown
    • A list of Specialties that can be assigned to a Care Team member can be found here.
  3. Use the toggle to identify whether the specialty you just added is Primary or Secondary
    Note: Clicking Add Specialty again adds another line where you can repeat steps 2-3
    CTSpecialty.gif

Add EMR identifying information to this Care Team Member

  1. Click Add EMR Identifier
  2. In the left field, select the type of EMR
  3. In the right field, enter the associated EMR Identifier
    Note: Clicking Add EMR Identifier again adds another line where you can repeat steps 2-3
  4. Click Save
    CT_EMRIDs.gif
  5. Please note* When you add a new Care Team Member to your clinic you must first create the Care Team member in Keet before you schedule the patient to that provider in your EMR. Any patients scheduled prior to adding the Care Team Member in Keet will need to be added manually. 
  6. Steps to Add a New Care Team Member for the patient to create through an established EMR connection:  
    • Add Care Team Member to EMR 
    • Add Care Team Member to Keet with the EMR ID 
    • Once Care Team Member is added to both systems you can now schedule patients to the new Care Team Members Schedule

Edit a Care Team Member's Information

You can edit a Care Team Member's information from the Care Team Member List or from their Profile.

Edit Care Team Member Information from the Care Team Member List

  1. Click Care Team in the upper navigation bar
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  2. Find the Care Team Member from the list and click Action>Edit
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  3. After you've changed the information on the Edit Care Team Member page, click Save 

 

 


Edit Care Team Member Information from the Member's Profile

  1. Click the status icon next to the Care Team Member's namemceclip0.png

  2. A drop-down menu will appear, select View Details mceclip1.png
  3. Make any edits to the Care Team Member and select Savemceclip2.png

 

Deactivate a Care Team Member

  1. Click Care Team in the upper nav bar
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  2. Find the Care Team Member from the list and click Action> Edit
    Screen_Shot_2021-01-29_at_3.11.37_PM.png
  3. When the Care Team Member's profile opens, toggle the Active button to NO Screen_Shot_2021-01-29_at_3.12.48_PM.png
  4. Once made inactive click Save Screen_Shot_2021-01-29_at_3.14.31_PM.png
  5. Verify the user is Deactivated in the Care Team listScreen_Shot_2021-01-29_at_3.15.34_PM.png