Add an allied health worker to a team

Lumary AH - This article explains how to add an allied health worker or clinician to a team.

You can add workers and/or clinicians to the team to help track team performance and compliance. Find out how to create a new team.

To add a worker to a team:

1. Go to the worker's record.
2. Click on the Edit button at the top of the record.
3. Scroll down to the Employment Details section.
4. Click in the Team search field and start typing the team's name. This will list teams on the system. Click on the team's name when it appears on the list below the search field.
5. Click on the Save button.

To remove the worker from the team:

1. Go to the worker's record.
2. Click on the Edit button at the top of the record.
3. Scroll down to the Employment Details section.
4. In the Team field, click on the cross on the team name to clear the field.
5. Click on the Save button.