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🔍 What it is
By default, the People tab in Careteam shows all persons with active Action Plans across your organization. But if you only support a subset of those people, you can filter the view to only show the persons you're directly assigned to. This creates a faster, cleaner, more focused experience.

🚀 How it works
Click the People tab to see the full list.
Then click My List to instantly narrow down to just the people where you are a member of their Action Plan team.

Click again to toggle back to the full view if needed.

🛠️ What it does

• Helps you quickly access the people you're actively supporting

• Reduces clutter in large or multi-program organizations

• Keeps your dashboard efficient and relevant

💡 Things to know

• "My List" is based on Action Plan assignments—if you’re not on the team for a Person’s Action Plan, they won’t appear here

• You can toggle between full and filtered views any time

• This feature is especially useful for clinicians, care coordinators, and frontline staff managing daily caseloads

Keep your workflow clean, focused, and efficient with the My List toggle—just one more way Careteam helps you deliver person-centred care.