9. Introduce and Assign Care Team to Patient

A Care Team consists of healthcare professionals who collaborate on the patient’s care plan, ensuring timely access to treatment services and support. Each patient should have an assigned Care Team, including a Primary Therapist, Case Manager, Primary Physician, Primary Nurse, and any other custom care team members your organization uses.

Facilities often admit patients based on the capacity of their providers. Assigning a Care Team allows tracking of individual provider capacity within the Dashboard and Kipu BI.

Note: This process only describes the admissions process for clients not using a CRM or integrated RCM platform. 

Best Practice Workflow Video

Best Practice Workflow for Assigning a Care Team

Let’s review Kipu EMR’s best practice workflow for the assignment of the patient's care team.

1. Access the Patient Chart: From the patient chart, click on the New Document icon.
2. Centralized Documentation: Search and select to add the Assignment of Care Team form to the patient chart.
3. Open the form, use the drop-down list to assign each care team member, and click Update.
4. Care Team Roles:
   • Primary Therapist
   • Case Manager
   • Primary Nurse
   • Primary Physician
   • UR Coordinator
   • Additional custom care team roles can be created and assigned. Click here for instructions.
     • Note: Custom care team roles will not have a Caseload Tab on the Dashboard. Learn more about the Dashboard Caseload tab.

Care Team Meetings

The patient’s Care Team usually meets weekly or bi-weekly to discuss the patient’s progress in treatment. Treatment plans and meetings can be documented in the patient’s chart or a group session. Some facilities choose to leave this documentation out of the patient’s record to keep sensitive information private. In such cases, use the Shift feature to document these meetings.