🩺 Why this matters
Careteam is flexible by design—built to support person-centred, integrated care across many settings. Because every organization is different, we don’t offer out-of-the-box policies and procedures.

Instead, we help you co-design the right guidelines to match your workflows, roles, and goals.

Clear internal policies help:

• Align team expectations

• Make onboarding and training easier

• Improve consistency in patient and family experience

• Ensure safe, effective use of the platform

🚀 How to create policies and procedures for Careteam

1. Define your goals
   What are you trying to improve or solve with Careteam? (e.g., smoother transitions, better family communication, fewer missed tasks)

2. Assign roles
   Clarify who is responsible for what:

   • Who starts the Action Plan?

   • Who invites patients or families?

   • Who adds referrals or tracks check-ins?

3. Map your workflows
   Outline how your team will use Careteam day-to-day:

   • When will updates happen?

   • What’s the escalation path for missed tasks or concerns?

   • How will staff hand off across shifts or settings?

🤝 How we support you

While we don’t provide “one-size-fits-all” policies, we’re happy to:

• Share examples and templates from other teams

• Facilitate workflow co-design sessions

• Help define best practices for your setting

• Support training and change management

📧 Need help?
We’re just an email away. Reach out to support@getcareteam.com and we’ll guide you through the process.