What Are Teams in Behavioral Case Manager?

Teams in Behavioral Case Manager assembles users into working groups to manage and keep track of case workflows. The Teams function helps to group caseloads and restrict access to case information from users outside of the team. 

Team members can be further organized by role, specific access to different Process Models and read/write permissions. 

Add/Remove Team Members

• Add/remove team members from Teams in Behavioral Case Manager 

Team Member Roles

• Assign the specific roles each team member has in their school district. 
  • Roles can include administrators, school nurse, special education, school psychologist, classroom teacher, school counselor, school resource office, law enforcement, social worker, mental health professional, or other. 

Team Member Access 

• Adjust Team Member ability to edit cases. 
  • Team members with Read/Write access can create and edit cases as necessary. Team members with Read Only access can only read through cases, but not create or edit cases. 

Process Model Access 

• Adjust Process Model access on an individual or team level. 

• Adjusting Process Model access limits team members to only use specific models to create cases. 

Team Stats 

• Review the amount of team members, open case(s), closed case(s) a team has. 
• The activity of the team can be reviewed in the team audit log. 

Cases

• The history of both open/closed cases assigned to a team are both visible and accessible. 

Reports

• Case reports allow teams to review data for both open and closed cases assigned to them.
• Reports can be exported in .xlsx format and include all questions and corresponding responses for each case.
• Users can set a date range parameter based on case creation or incident date range. 
  • Case creation - includes the dates in which a case was created. 
  • Incident Date - includes the date in which a case was reported.
• Model Versioning 
  • When a model is used to create cases and then later edited, a new version of that model is automatically created. This ensures that cases created with the original version remain consistent and unchanged.
    Model versions and their active time periods are shown based on the selected case creation and incident date range.

Meeting Logs

• Users can note the cases reviewed, the participants of the meeting, location, notes, and tasks in each meeting.
  • To learn more about team meeting logs click here.