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How to View Who’s on the Client’s Treatment Team

  1. Make sure you have the client open. In the Treatment Team widget, click on the All link.
  2. This takes you to the Treatment Team list page. To add a treatment team member, click the New icon. This takes you to the Treatment Team Details screen. Select what type of contact person this is.
  3. If the person you’re adding is a SmartCare user, select Staff.
    1. Enter the staff’s name and select them from the search results. This will pull forward any information, such as phone number or address, that’s tied to the staff in their staff set-up.
    2. Enter the start date, which is when this person became a member of the treatment team.
    3. Enter their role as well as what program they work in.
    4. Add any comments.
    5. Click Save.

 

 

  1. If the person you’re adding is a contact person that’s already in the Client Information screen, select Contact.
    1. Select the contact person from the dropdown list. This will pull forward any information, such as phone number or address that has been entered for them in the Client Information screen.
    2. Enter the start date, which is when this person became a member of the treatment team.
    3. Enter their role.
    4. Add any comments.
    5. Click Save.
  2. If the person you’re adding is an external resource, that has not yet been added to the Client Information screen, select External.
    1. Enter the information, including name, role, start date, organization, and contact information.
    2. Click Save.

 

  1. To edit or remove a treatment team member, click on their name from the Treatment Team list page. This takes you to the Treatment Team Details page.
    1. To remove a treatment team member, make sure to add an end date and de-select the “Active” checkbox.
    2. Once you’ve finished making your changes, click Save.

Troubleshooting: A Client is Still Showing on My Caseload Even Though I've Discharged Them

Discharging a client from a program won’t automatically deactivate all treatment team members associated with that program. If the client has been discharged from your program but is still showing up on your caseload, go into the Treatment Team screen and see if you’re still listed as active. Follow the steps above to add an end date and deactivate yourself from the treatment team. 

Updated 7/26/23