Adding teams and departments

teams and departments help you organize staff, control patient visibility, and reflect how your organization actually works teams group people by function, while departments define your organizational structure and patient access boundaries u nderstanding the difference teams teams are long lived groups such as billing, front desk, or support members inherit roles assigned to the team, which makes permission management easier as your staff grows departments departments represent organizational units like behavioral health, psychiatry, or primary care in department based patient access, staff can only see patients within their department a dding a new team 1 go to settings → access & permissions 2 open the teams tab 3 click add team 4 enter a team name (for example billing team or front desk) 5 add an optional description to clarify what the team is responsible for 6 click create team once created, you can add members to the team and assign roles any role assigned to a team is automatically applied to all its members a dding a new department 1 go to settings → access & permissions 2 open the departments tab 3 click add department 4 enter a department name 5 optionally select a parent department if this department belongs under another one 6 add a short description to explain the department’s purpose 7 click create department departments can be flat or hierarchical, depending on how you structure your organization p atient access mode and departments departments work together with patient access mode open access patient visibility is controlled by roles and teams department based access staff can only see patients assigned to their department you can change the patient access mode from the departments section at any time elpful tips use teams for permissions and day to day responsibilities use departments for clinical structure and patient visibility keep team names functional and department names clinical to avoid confusion you can edit or remove teams and departments later as your organization evolves need help? if you need help with scheduling, conflicts, or availability setup, contact us at support\@eggmed com