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Spok

Care Team Roles

This article describes how to assign care team roles to yourself, and how to opt in and out of those roles. Care team roles define temporary titles or roles that a care team member can be assigned to. Care team roles serve several purposes, which facilitate faster and more dynamic communication between users.

Care Team Roles Overview

Care team roles define temporary titles or roles that a care team member can be assigned to, based on the roles that have been created on the Roles administrative page. In order to create a care team role, you must first create the underlying role on the Roles page. After this has been done, Spok Go administrators can define care team roles, assign them to users, and define which roles particular users can assign to themselves. Care team roles serve several purposes, which facilitate faster and more dynamic communication between users:

  • Users can search for a care team role using the Spok Go global search feature. Search results will display who is currently assigned to that care team role, allowing users to easily initiate conversation with that user. When a user sends a message to a care team role, Spok Go will create a conversation with the appropriate user.
  • Care team roles can also be included as members in user groups. When a group message is sent to a group that includes a care team role, the user currently assigned to that role will be added to the conversation as a recipient.
  • Care team roles are also used by Staff Assignment and On-call.

When a user initiates a conversation with a care team role, or with a group that includes a care team role as a member, the user currently assigned to that role will be added to the conversation as a member. When a new user takes over that care team role, the conversation will not be updated to include the new user, nor will the user who previously filled the role be removed. To send messages to the user who currently fills the role, a new conversation must be initiated with the care team role. In group conversations, the care team role can be added again as a participant, which will add the new user to the recipients list.

Care team roles can be defined at the facility level or the unit level. Each care team role can contain multiple assignments. Assignments represent separate instances of the role that can be assigned to users. A role can be assigned out a maximum number of times equal to its number of assignments. Each assignment can be associated with a unique ID, pager ID, one or more specialties, and one or more departments. Administrators can control which roles and assignments are available to each user. Administrators can assign roles to users, and users can assign roles to themselves from their mobile devices.

Adding a Care Team Role Assignment to Your Profile

Your administrator defines which care team roles you can take on. Each role has one or more assignments, which you can add to your profile. After you have added an assignment, you can opt in or opt out of that assignment. You administrator may also opt you into or out of a role assignment. To opt into one of your available care team role assignments, do the following:

  1. Tap on the My Assignments button My assignments m.png at the bottom of the screen.
  2. Tap Add Role.
  3. Type the name of a facility in the Search Facilities field.
  4. Tap a facility, then tap Next.
  5. Tap the role that you would like to add, then tap Next.
  6. On the Select Instance screen, tap one or more role assignments, then tap Add Role.

The role assignment will now be displayed on the My Assignments screen under the Available section.

Role assignment available m.png

Opting Into or Out of a Role

To opt into a role that has been assigned to you, tap Assign+ on that role assignment's card.

Role assignment available m.png

The role will now appear in the Active section of the My Assignments screen.

Role assignment active m.png

To opt out of a role, tap Role assignment remove m.png.

Removing a Role Assignment

To remove a role from your My Assignments screen, opt out of it, then tap the Vertical ellipsis.png next in the role's card. You will be prompted to confirm the deletion.

This will also remove the role from your available roles. You will not be able to opt in to this role again until you you (or an Administrator) add it to your My Assignments screen by tapping on the Add Role button.