Careteam administration

Check-in library

Learn how to add check-ins into the library for Action Plan templates and Action Plans.

Invite and add users

Learn how to invite users from your organization to Careteam

Resource library

Learn how to add resources into the library for Action Plan templates and Action Plans.

Document library

Learn how to add documents into the library for Action Plan templates and Action Plans.

Task library

Learn how to add tasks into the library for Action Plan templates and Action Plans.

Appointment library

Learn how to add appointments into the library for Action Plan templates and Action Plans.

Form library

Learn how to add forms into the library for Action Plan templates and Action Plans.

Tag library

Learn how to add tags into the library for Action Plan templates and Action Plans.

Announcements

Learn how to add and activate announcements that reach all of your users.

Creating Action Plan templates

Learn how to create Action Plan templates for your team.

📊 Understanding Your Metrics Dashboard

Track what matters—without the noise.

🧭 Admin panel primer (for managers, leaders & clinical champions)

A quick overview of how to configure your Place, manage users, and set up the building blocks (libraries + templates) that power Careteam.