Lumary AH - This article explains how to create a team to group together workers and/or clinicians.
With teams, you can create groups of workers and/or clinicians to keep track of the performance and compliance of your teams.
To create a new team:
- Click on the Teams tab. You may need to click on the App Launcher nine dot icon and search for Teams.
- Click on the New button.
- Enter a Team Name. This is a free text field that allows you to create a unique team name.
- Click in the Team Leader search field and start typing the team leader's name. This will list people on the system. Click on the team leader's name when it appears on the list below the search field.
The Team Leader should be the main user responsible for managing this team.
- Click on the Save button.
The Teams page currently shows a list of associated team members. Future updates are planned to show operational, clinical and revenue statistics for the team.
This will take you to your team's new page. You can now add team members to the team.