About

CTA (Care Team Assignment) is an integration for staff assignment. The integration allows an external system to drive staff assignment, with data flowing into columns within a list view.

Summary

CTA integration is an API for receiving messages from external staffing systems. It maps external roles/staff types to staff types, handles staff assignments, and reflects the data received into Capacity IQ®

Use Cases

The ability to map and ingest staff assignment data such as names and assigned locations from an a staffing source of truth.

Requirements

To Adopt

Capacity IQ®
Operations IQ® Platform integrated Capacity Management Suite®
No other Capacity Management Suite® based staff assignments configured
Gateway version 2024.02+

To Enable

Enabled Feature Flag (External Staff Assignment)
Project w/ TeleTracking to configure integration
Map External Staff Type Roles.

Functionality

Logic

If a staff member without a user account is received, they are created as Temp Staff.
Location Assignment can be sent over w/ the integration to assign a staff to a location.
Assignment data reflected in list view columns.
Queued assignment requests to ensure accuracy.
Name source of truth. First and Last name of staff will always update the receiving system.
Staff assignments are reflected in the Staff Assignment screen and reports.
Each api call will be for one location assignment with the ability to associate multiple staff and multiple staff type.
Successful Requests
- If a role is found and one of the following the request succeeds:
  - Staff details fully matched - Assignment occurs
  - Staff details partially matched - Assignment occurs + name update
  - Staff details are not found - Assignment occurs + new staff record
Failed Requests
- If a location is not found in the request then no assignment occurs and an error is logged.
- If a staff type is not found in the request the no assignment occurs and an error is logged

Workflows

Mapping Roles

Login as any user with Administrator Role.
Navigate to Admin Tool -> Dictionary Management.
Select the Role & Staff Category Mapping hyperlink.
Click the ‘Add’ button to display a new empty row.
Provide a new role name and select an existing staff category.
Click the ‘Save’ button to save the new mapping.

Update Roles

Login as any user with Administrator Role.
Navigate to Admin Tool -> Dictionary Management.
Select the Role & Staff Category Mapping hyperlink.
Change the role names and staff categories for existing mappings.
Click the ‘Save’ button to persist the modifications in the database.

Delete Roles Mapping

Login as any user with Administrator Role.
Navigate to Admin Tool -> Dictionary Management.
Select the Role & Staff Category Mapping hyperlink.
Remove the existing mappings as needed.

Data

External Staff Type Dictionary

Located under Admin Tool → Dictionary Management
Fields
- CMS Staff Type
- External Staff Type
- Description

Data Flow

Source System sends JSON Request to IQ Endpoint
Request gets queued for processing
Matching logic against Location occurs, if no location → Fail
Matching against Staff Type, if no location → Fail
Logic determines if only assignment, assignment + name change, or assignment + new temporary staff occurs.

Integration

Sample JSON

{  "SourceName": "HCA-CTA",  "Id": "046426f2-d671-34-b6cf-31432123123",  "StaffAssignmentType": 2,  "LocationDetailsForStaffAssignment": [    {      "LocationType": 1,      "LocationIdentifierValue": "x Medical Center"    },    {      "LocationType": 2,      "LocationIdentifierValue": "K.SURG"    },    {      "LocationType": 3,      "LocationIdentifierValue": "234-K.CDU-K.CDU-26"    }  ],  "StaffAssignmentStatus": 1,  "StaffDetailsForStaffAssignment": [    {      "StaffIdentifier": "AcostaUpn",      "FirstName": "AdfcostaL 4",      "LastName": "AcffostaF 4",      "Roles": ["PCA 7", "RN 1"]    },    {      "StaffIdentifier": "JWDFE3571xx",      "FirstName": "Test 3a",      "LastName": "Test 3a",      "Roles": ["PCA 7", "RN 1"]    }  ],  "EncounterID": "EncounterOne" // ,  "LastUpdatedDate": "2012-04-23T18:25:43.511Z"}

Reporting

Staff Assignment reports continue to function as they do today with the data received from external systems.

Settings

Feature Flag (External Staff Assignment) enables the feature at the Capacity Management Suite® level
External Staff Dictionary configures the ID’s accepted in the requests
The External Source Configuration record of CTAStaffAssignment enables a connection from the Operations IQ® Platform
The Facility level External Source ID (located in the platform facility dictionary allows assignment to map to locations