Teams allow a particular case to be accessed by more than just the one case manager handling that client. For example, a team can be added to a case and everyone in this team will now have access to that case (not just the case manager handling that case).
Teams are useful if one case manager is absent or on leave as another case manager in the team can work on this case without any need to reassign the case specifically to a new case manager just for a temporary inconvenience.
To create a team go to Admin > Manage Teams as shown:
Enter the team details, and provider number, and then add team leaders in the left box and team members in the right box:
Once created, a team can be selected in the Team List, and in the right-hand pane team members can be viewed and their provider number changed with the edit button:
To add more members to the team select the team and click the edit button on the Team List menu.
Assigning a Team to a Case
Select the case in the Case List and click on the Case tab, here you can assign a team to this case:
