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Documentation Index

Fetch the complete documentation index at: https://docs.decodahealth.com/llms.txt

Use this file to discover all available pages before exploring further.

Teams are reusable groups of providers. Once a team exists, you can assign it to services, route alert-generated tasks to it, filter the calendar by it, and share a starter set of notification preferences with everyone on it. Where to find it: Settings > Teams

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View Teams

The Teams page lists every team in your organization, with the team name, description, and a member count next to each one. Click any row to open the editor. Each row also has shortcut buttons that appear on hover:
  • Pencil — Open the team editor.
  • Trash — Delete the team. Alert rules pointing at this team are reset to Everyone.
If no teams exist yet, the page shows “No teams yet. Create one to get started.”

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Create a Team

1

Open Teams

Go to Settings > Teams.
2

Start a New Team

Click Add Team in the top right. A window titled Create Team opens.
3

Enter Details

Fill in the form:
  • Name (required) — The team name as it appears across the app (e.g., “Front Desk”, “Injectors”).
  • Description — Optional notes shown under the name on the Teams page.
  • Members — Pick the providers who belong to this team. The count below the field updates as you add or remove people.
  • Services — Pick the services this team performs. Adding a service here is the same as choosing this team on the service’s record in Settings > Services.
4

Set Notification Defaults (optional)

Expand the Notification Defaults section to configure starter notification preferences for the team. Toggle alert types on or off for each delivery method (In-App, SMS, Email). The header switch in each section turns every alert in that group on or off at once.Defaults aren’t applied to existing members automatically — they’re a template you can copy onto people when they join the team.
5

Save

Click Create. The team is immediately available for service assignment, alert rules, and calendar presets.

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Edit a Team

Click any team on the Teams page to reopen the editor. The form is the same as the create window, with one extra control:
  • Apply team notification defaults to newly added members — When you add someone to an existing team and the team has notification defaults configured, this checkbox appears. Check it before saving to copy the team’s defaults onto the new members. Existing members are not changed.
Click Save at the bottom to apply your changes.

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Delete a Team

From the Teams page, hover over a team row and click the trash icon. Confirm in the Delete Team window. Deleting a team:
  • Removes it from any services it was assigned to.
  • Resets any alert rules that targeted this team back to Everyone.
  • Removes it from saved calendar view presets that filtered by it.
Members are not deleted — only the grouping is removed.

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Where Teams Are Used

Teams show up in several places once they exist:
  • Services — Assign a team to a service so any member of the team can perform it. Manage this from the service record in Settings > Services or from the Services field inside the team editor.
  • Users table — When at least one team exists, a Teams column appears in Settings > Users so you can add or remove users from teams without opening the team editor. See Manage Team Membership in the Users doc.
  • Invite User — The invite form has a Teams field for picking which teams a new user joins. If the chosen teams have notification defaults configured, an Apply team notification defaults checkbox appears so you can copy those preferences onto the new user.
  • Tasks & Alert Rules — Alert rules in Settings > Tasks can assign auto-generated tasks to Everyone, a Team, or a specific individual. See Tasks.
  • Calendar View Presets — In Settings > Calendar Appearance, calendar view presets can filter the calendar to providers on selected teams.
  • Notification Defaults — The defaults you set on a team can be applied to members when they’re added. See Team Notification Defaults.