Team Membership List

Tip! This help file is accessible via the icon 

1. Background

The Team Membership List is a new self-service tool that allows Super Users to view all active members of their currently logged-in POS and their assigned roles.  The Team Membership List is launched via the Admin Forms icon. 

Important Note: Team membership management (adding, removing, or modifying members) is not available within this tool. The Team Membership List is view-only.

2. Launch

1. Login to Profile EMR with a Super user access
2. Click on Admin Forms icon (located on top right of the panel bar).

3. Select Team Membership List

3. Tool Layout/Design

POS

The tool displays members for your currently logged-in POS only. 

If you belong to multiple POS locations and would like to view the membership list for a different POS, switch to the desired POS by right-clicking the POS details in the lower-left corner of Profile EMR and select your desired POS, then relaunch the Team Membership List.

Filter by Role

By default, the tool displays a complete list of all active members in the current logged-in POS. 

To filter the list by role, select a role from the role drop-down menu. For example, selecting Super User will display only members with Super User role. Otherwise, leave the field blank to display all active members.

Print Current List

Select Print Current List to print the list currently displayed in the tool.

Export to Excel

Direct export to Excel is not currently available.

Workaround: 

1. Single-click any row in the results list.

   

2. From the menu bar, select File > Save As.
3.  Change Save as Type to CSV 

4. Save the file to your preferred location.

   

Note - This method only saves the content of the list, column headers are not included. 

Report Columns

All columns in the results table can be sorted in ascending or descending order. Simply click the column header to apply the sort.

#	Column	Description
1	Staff Name	Full name of the member
2	Staff Code	User code assigned to the member
3	MSP ID	Service/encounter codes used when submitting claims through MSP Teleplan. Only physicians will have MSP ID.
4	Job Title	Member's job title
5	Main POS	Primary Care POS of the member
6	Multiple POS?	Indicates whether the member belongs to additional POS locations
7	Primary Role	Member's top role. Note - Super User and Excel Export are supplementary roles.
8	Category	Member's account type (User or Clinician)
9	Created On	Date the member's Profile EMR account was created
10	Last System Login	Date of the member's last login to Profile EMR