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  1. Nursing Home / Assisted Living
  2. Who it's for
  3. Multi-clinician care teams
Who it's for

Multi-clinician care teams

A care organization with several clinicians needs to distinguish ongoing assignment from work on a particular episode. The patient record names an assigned clinician; each encounter names its own clinician. Care team assignments record the patient, clinician, purpose and effective dates. These references give coordinators and reviewers a clearer picture of who was expected to work with whom.

How Nursing Home / Assisted Living is set up for you

Coverage change

The coordinator updates the encounter clinician for the episode being covered, while the patient-level assignment remains a separate decision.

Access review

Clinical Governance Administrator checks the effective period and purpose of the patient's care team assignment.

Professional review

The same administrator examines privilege type, license evidence and dates before recording a verified state.

A care organization with several clinicians needs to distinguish ongoing assignment from work on a particular episode. The patient record names an assigned clinician; each encounter names its own clinician. Care team assignments record the patient, clinician, purpose and effective dates. These references give coordinators and reviewers a clearer picture of who was expected to work with whom.

Pick a service line where more than one clinician may see the same patient. Enter staff records and associate them with active users. Then create a patient, its assigned clinician and two encounters with different episode clinicians. Check that the reviewer can tell which person authored each note and recorded each observation. Use the care team list to examine why a clinician has an active assignment to that patient.

Define how privilege verification is performed and when it is revisited. A privilege approaching its effective end date needs a named administrator to review the evidence. Agree on who updates care team assignments when coverage changes. During rehearsal, ask one clinician to find their own encounters and assigned tasks, then ask the coordinator to find episodes awaiting review. These checks keep daily ownership separate from the record of professional authorization.

Features to start with

Roles on the team

Clinical Governance Administrator
Maintains verified professional privileges and care-team assignments. Record entry: Clinical Privileges, Care Team Assignments, People. Read only: Patients. Pages: Clinical Privileges and Details.
Clinical Coordinator
Owns care operations setup, planning and assigned operational work. Record entry: Patients, Encounters, Care Tasks, Consents, Charges. Read only: People, Payments. Pages: Business Overview, Encounters.

Set up Nursing Home / Assisted Living your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started