About this article
As an admin in Medallion, you can create a new team according to criteria of your choosing, and you can assign providers, managers, and viewers to the team. This article walks through these processes step by step.
Auto-assigned team
You can choose to create a team based on provider attributes, in which case Medallion automatically assigns providers to your team based on those attributes.
Creating a new auto-assigned team:
On the
page of the Medallion system, click 
Enter a name for your team under Team Name
Ensure that the switch for Create team using provider attributes is set to
Profession Type:
If you want to include only certain types of providers, select the Profession Type checkbox
Select which types of providers you want to include in the team from the Profession Types dropdown menu
Group or Practice:
If you want to generate your team based on groups or practices, select the checkbox for Group or Practice, then either Group or Practice
Select the groups or practices you wish to associate with the team
Team details example:
All teams must have at least one manager. Under Managers & Viewers, select an employee from the Org Employee dropdown menu to be a manager for the team.
Select the Manager radio button.
Note: Once an employee has been assigned a manager or viewer role, that is the only role that employee can hold for any team. Someone cannot be a manager for one team and a viewer for another.
You can add another manager or viewer, click the
button.Under Managers & Viewers, select an employee from the Org Employee dropdown menu to be a manager for the team
Select either the Manager or Viewer radio button
You can add as many managers and viewers as you would like
Managers & Viewers example:
Click Next.
Verify your team's information, then click Save.
Manually assigned teams
Rather than basing your team on provider attributes, you can choose to assign providers to your team manually.
Creating a manually assigned team:
On the
page of the Medallion system, click Enter a name for your team under Team Name
Ensure that the switch for Create team using provider attributes is set to
.Select a provider to add to the team from the Search for Provider dropdown menu, then click
.Repeat step 4 for each provider you want to add to the team. You can add as many providers to the team as you like.
Team details example:
All teams must have at least one manager. Under Managers & Viewers, select an employee from the Org Employee dropdown menu to be a manager for the team
Select the Manager radio button
Note: Once an employee has been assigned a manager or viewer role, that is the only role that employee can hold for any team. Someone cannot be a manager for one team and a viewer for another.
If you would like to add another manager or viewer, click the
buttonUnder Managers & Viewers, select an employee from the Org Employee dropdown menu to be a manager for the team
Select either the Manager or Viewer radio button
You can add as many managers and viewers as you would like
Managers & Viewers example:
Click Next
Verify your team's information, then click Save
Managing existing teams
Navigate to the Members tab on the left hand navigation bar
Click Teams at the top of the page
Click the three dots on the right hand side of whichever team you want to manage
From the drop down menu, you can view, edit, or delete a team