Teams in Canvas allow organizations to categorize staff into specific groups to perform designated tasks, streamline task management, and enhance communication.

Setup & Configuration

Adding Teams

• Go to the triple line menu at the top left-hand corner.

• Select Settings, and navigate to Teams under the Practice heading.

• Click the “Add Team +” button located on the top right of the Team Admin page.

• Enter the team name under the Name field (e.g., "Patient Care Coordinators").

• If applicable, assign responsibilities that correspond to the team by selecting them from the list. See the “Responsibilities and Actions” section below for more details.

• Add staff members to the team by clicking the plus sign (+) and selecting staff names from the dropdown menu.

• Click Save once all fields are completed.

Responsibilities and Actions

Each team can be assigned specific responsibilities. Teams cannot share the same responsibilities.

Below is a list of responsibilities and the actions they trigger:

• Collect Specimens from a Patient: No action triggered.

• Communicate Diagnostic Results to a Patient: A task is assigned when the communication delegate option is selected after result review.

• Coordinate Referrals for a Patient: A task is created when the referral is delegated.

• Process Refill Requests from Pharmacy: Notifications appear on the refill request icon.

• Process Change Requests from a Pharmacy: No current logic; feature in progress.

• Schedule Lab Visits for a Patient: No action triggered.

• Population Health Campaign Outreach: A task is generated when a campaign is created.

• Collect Patient Payments: Team contact information appears on patient statements.

• Complete Open Lab Orders: A task is raised when modifications to an open lab order are required.

• Review Electronic Remittance Posting Exceptions: No current logic; feature in progress.

• Review Incomplete Patient Coverages: A task prompts completion of patient coverage documentation.

Editing Teams

• Navigate to the Settings menu, located under the triple line icon.

• Select Teams under the Practice heading.

• Locate and select the team you want to edit.

• Make the necessary updates.

• Click Save once editing is complete.

Deleting Teams

To delete a team:

• Navigate to the Settings menu, located under the triple line icon.

• Select Teams under the Practice heading.

• Select the checkbox next to the team you want to delete.

• From the Action dropdown, choose Delete Selected Teams, and confirm by clicking Go.

FAQs

Q: Can I assign one responsibility to multiple teams?
A: No, responsibilities must be unique to each team.

Q: What will occur if I remove a team that still has ongoing tasks?
A: Ongoing tasks will be halted, requiring either re-assignment or manual intervention.

Q: Can I rename a team after it has been created?
A: Yes, teams can be renamed by following the Editing Teams process.

Q: Why would I have a team without responsibilities?

A: Teams can be assigned to a task to notify a group rather than an individual. Teams also can be group messaged using Canvas Chat.

Keywords & Metadata

Keywords: teams, Canvas, group management, task delegation, group chat
Categories: Administration, Configuration, User Guide