Action Plans

🆕 Start a new Action Plan

Quickly onboard new clients into the right care pathway.

♻️ Reactivate an archived Action Plan

Bring a Person’s care plan back into active view

🎯 Adding and updating a Person’s Goals

A quick guide to supporting person-centred care with shared goals

🧭 What does a Person’s Action Plan look like?

Explore how clients, families, and health teams interact with the same Careteam dashboard—with role-specific permissions.

🧭 Understanding the Action Plan Dashboard

A quick guide to how Action Plans are structured, personalized, and adapted for real-world care

🗂️ Archiving Action Plans

A quick guide to ending an Action Plan when care is complete—or no longer active

📆 Using the “Things to Do” Block in the Action Plan

A quick guide to organizing next steps, assigning tasks, and keeping care on track

All about the Resources block in the Action Plan

Understand the core elements of the Resources block and how to use it to inform and connect everyone involved in the care process.

📈 Using the “Check-in Results” block

A quick guide to viewing and acting on key check-ins from the Action Plan dashboard

🧍‍♀️ Exploring the Person’s Panel

Your always-visible hub for person-centered, integrated care

📋 Using the “Checklist” block in the Action Plan

A quick guide to using the Checklist block and keeping everyone aligned

📝 Using the “General Information” Block in the Action Plan

A quick guide to sharing timely updates with clients, families, and health teams

🧭 Using the “Goal Planning” to Support Pperson-centred care

A quick guide to creating personalized goals, tracking progress, and empowering collaboration

🔒 Using the “Status Updates” block

A quick guide to sharing non-urgent updates with your healthcare team

🔗 Using the “Services and Referrals” block

A quick guide to making and tracking referrals directly within your Action Plan

🧠Using the “Recommendations” Block

A quick guide to suggesting care actions and engaging patients and families in shared decision-making