How do I add a new MDT/Team Member?

How do I add a new MDT/Team Member?

You can add a new MDT/Team Member from the MDT/Team Members page by clicking "+ Add Member" and filling out the required information.    

An MDT/Team Member must be a user in the system. If you cannot find the name of the User you want to create as a Member, please create their user account first in the Users tab under settings.

  1. Navigate to the MDT/Team Members option from the left-hand sidebar menu

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  1. Search for the MDT to ensure they are not already in the system. If not, click “+ Add Member”

    1. Note: you must hit “Search” to perform any new search, list will not automatically refresh.

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  1. Search through the list of users in the system (note: user does not automatically = MDT).

    1. You can scroll or type to filter.

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  1. Once you select a user, their first name, last name, and email will automatically be populated.

    1. You may change names (i.e., preferred names) but you cannot change the email (as this is tied to the users account). 

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  1. Complete the information. Fields marked with an asterisk are mandatory.

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  1. Click Save

    1. Form will not autosave, you must click Save to retain information entered. 

    2. You will receive an error if mandatory fields are missing.

  2. Ensure process was successful with the confirmation message and searching for the MDT member and finding them in the list.

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  1. This process also applies to Liaisons/Panel Managers/Practice Facilitators/EMR specialists

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