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🩺 Why this matters
The Action Plan dashboard is the foundation of how Careteam supports person-centred, integrated care. It turns proven care pathways—or new ones—into actionable, adaptable templates, enabling both consistency and customization across teams and client needs.

Each Action Plan dashboard:

• Reflects the workflow and focus of a care pathway (e.g., Hospital to Home, Palliative, Recovery)

• Combines standardized building blocks with configurable design

• Can be tailored by the health team to support individual client journeys

🔍 Where to find it

• Go to the People tab

• Select a person’s name to open their Action Plan dashboard

• You'll see a personalized layout of blocks, reflecting the program or pathway they’re part of

🚀 What makes up the dashboard

👤 Person Panel (always at the top/left)
Includes:

• Team members

• Goals

• Personal information (e.g., health card #, DOB)

• Details about the Action Plan

This panel provides the full care context for the person at a glance.

📦 Blocks: The building units of every Action Plan
Each Action Plan is built using blocks you can customize based on team needs. These blocks can appear:

• In the main panel (larger view)

• Or in the side panel (compact view)

Common blocks include:

• ✅ Things to Do block– Central task/activity coordination

• 📄 Resources block– Documents, videos and educational content

• 📝 Check-ins block– Bringing the results of check-in to the main dashboard

• 📋 Checklist block– Key tracking

• 💬 General Information block– Shared updates for everyone involved

• 🔒 Status Updates block– Health team-only updates

• 📅 Important Dates block– Key moments in care (admission/discharge)

• 🔗 Services and Referrals block – Direct access to referral workflows

• 🏁 Discharge block - Supporting current status, discharge goals and current plan

Each dashboard is purpose-built to match a care program’s needs—for example:

• Palliative care dashboards may highlight Check-ins and Status Updates

• Hospital to Home may include Discharge Blocks, General Info, and Resources

• Recovery Support may surface Referrals, Goals, and Client-led tasks

👤 Top Bar: Universal navigation

• Secure messaging

• Notifications

• Your profile settings

💡 Tips and things to know

• Action Plan templates are created by your organization or program lead

• Each plan can still be customized further for the individual client

• All changes and updates happen in real time, so teams always have the latest info

• As new Careteam blocks are added, you can enhance dashboards without disruption