Care Teams are operational hubs as much as data structures. The configuration is in role design, sharing, and routine membership audits.
- Standardise the Role picklist
Define the clinical roles your org uses (PCP, Specialist, Nurse, Care Coordinator, Social Worker, Caregiver). Add to the Care Team Role picklist. Apply consistently.
- Configure sharing per role
Use Health Cloud's standard sharing model as the starting point. Adjust access levels per role to match your org's privacy and operational needs.
- Build Care Team members at patient onboarding
Every patient should have a Care Team populated at intake or enrolment. Without it, task assignment and visibility break from day one.
- Audit Care Team membership routinely
Build a quarterly audit report that finds inactive users, expired End Dates, and patients with empty Care Teams. Care Team hygiene drifts without active maintenance.
- Use ARC for complex relationships
For patients with blended households, multiple caregivers, or institutional structures, configure the Actionable Relationship Center to visualise the network beyond a flat list.
- Care Team members not removed when they leave the patient's care leak access invisibly. Audit memberships and End-Date stale rows.
- Inconsistent role values break reporting. Standardise the role picklist and enforce through validation rules.
- Flat Care Team lists do not represent complex family or institutional structures. Use ARC for those cases.
- Sharing inherited through Care Team membership is one of several grant channels. Audit total access; Care Team is not the only path.