Teams

The Teams tab is used to organize permanent or frequent workgroups. Instead of selecting professionals one by one for every service, you can create a "Surgical Team" or a "Diagnostic Team" and assign it directly to a service.

Team Management Overview

The main screen displays cards for each existing team:

Team card information

Each card shows:

• Team name and a brief description

• Member tags with the names of professionals in the group

• Actions:

  • Edit (pencil icon): Add or remove members from an existing team

  • Delete (trash icon): Remove the team from the system

Deleting a team does not delete the professionals, only the grouping.

Creating a New Team

Click "+ Create Team" (Crear Equipo) to open the configuration modal:

Required fields

• Name (Required): Give it a clear name (e.g., "Surgery Team A").

Optional fields

• Description (Optional): A space for internal notes about the team's purpose.

Adding members

1. Click "+ Add Member" (Agregar Miembro).

2. Use the dropdown to select a professional from the list of active providers.

3. You can add as many members as the practice requires.

Relationship with Services

Once a team is created, when you navigate to the Services tab and choose a "Team" type service, you can select these groups directly. This saves significant time and prevents errors when assigning staff to complex procedures.