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. 

Manage Team Members

• Add team members by selecting from enabled users 
• Assign or Change designated Team Leader
• Assign or Change User Role (if using Role Based Access Control)
• Remove Team Member

Team Member Roles (Team-Derived Access)

• 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. 
  • Unlike with Role Based Access Control, this role designation does not impact case access; it is only a designation of the team member's position on the team.

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.