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Create/Disable Teams

Learn how to create or disable a team in case manager.

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Team Preferences

All users have the ability to create/disable teams in Behavioral Case Manager. To restrict the ability to create/disable teams to only specific users, speak to customer experience consultant.  

 

Create Team 

  1.  Log into Case Manager.
  2.  Select the Teams tab. 
  3.  Click New Team.
  4.  Add information regarding new team.
    1.  Team Name
    2.  Building(s)
    3.  Team Members 
    4. Team Leader 
      1. Assign Chair/Vice Chair - Florida Users Only
  5.  Click Create Team. 

Disable Team

  1.  Log into Case Manager. 
  2.  Select Teams tab.
  3.  Select View next to the desired team. 
  4.  Click Disable Team.
  5.  Click Confirm in Disable/Remove Team popup. 

Teams Functionality 

To learn more about the functionality of Teams in Behavioral Case Manager click here. 

 

 

 

 

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