How Do I Access One of My Teams?

Introduction

Accessing your teams allows you to view and manage patients, collaborate with colleagues, and coordinate care within specific clinical units. Each team represents a ward, department, or care unit where you work.

Before You Start

Permissions Required:

• You must be a member of at least one team, OR
• You must be an Organization Administrator (admins can view all teams)

If you don't see any teams, contact your organization administrator to be added to a team.

Steps

Method 1: Using the Team Dropdown (Quick Access)

1. Navigate to the Teams page by clicking Teams in the sidebar navigation
2. At the top of the page, click the dropdown button that says "Select a team..." (or shows your currently selected team name)
3. A menu appears showing all teams you belong to, each with a stethoscope icon
4. Click on the name of the team you want to access
5. The team view opens, displaying the team header with six tabs: Patients, Chat (if enabled), Actions, Members, Referrals, and Log

Method 2: Using the Teams Table

1. Navigate to the Teams page from the sidebar navigation
2. You'll see a table listing all teams in your organization with three columns:
   • A colored team badge showing the team's initials
   • The full team name
   • Your access level (Member, Admin rights, or No access)
3. Click on any row where your access level shows Member or Admin rights
4. The team view opens for that team

Note: Teams showing No access are grayed out and cannot be clicked. You'll need to request access from an administrator.

Understanding Team Access Levels

When viewing the teams table, you'll see one of three access levels:

• Member: You belong to this team and can view all team data, manage patients, and collaborate with team members
• Admin rights: You're not a member but can access this team because you're an organization administrator
• No access: You cannot view this team's data. The row will appear grayed out and clicking it will have no effect

What You Can Do in a Team View

Once you've accessed a team, you'll see:

• Team Header: Shows the team name with a color-coded background
• Team Functions Dropdown (⋮ menu): Provides quick actions like adding patients, handing over patients, renaming the team (if you're the owner), or adding users to the team
• Six Tabs for different views:
  • Patients: View and manage all patients assigned to this team
  • Chat: Team communication (if enabled for your organization)
  • Actions: Tasks and to-dos for patients in this team
  • Members: List of all team members and their roles
  • Referrals: Incoming and outgoing patient referrals
  • Log: Complete audit trail of team activities

Tips

• Quick Switching: The team dropdown at the top of the Teams page stays visible even when you're viewing a specific team, allowing you to quickly switch between teams without going back to the table
• Sortable Table: Click the Team name column header to sort teams alphabetically in ascending or descending order
• Color Coding: Each team has a unique color (generated from its ID) that appears in the team badge and header, making it easier to distinguish between teams visually
• Mobile Users: On mobile devices, the team dropdown opens as a full-screen menu for easier selection
• Recently Accessed: The application remembers which team you last viewed and may automatically navigate you there on your next visit

Related Features

• Creating a New Team (Administrators only) - Learn how to set up a new clinical team
• Managing Team Members - Add or remove users from your team
• Switching Between Teams - Work across multiple teams efficiently