Careteam’s Metrics Dashboard provides an at-a-glance view of how your organization is using the platform to support clients and teams. It’s a powerful tool during implementation and beyond, helping you understand adoption, engagement, and opportunities for improvement.

Why metrics matter (and which ones matter most)

Measuring everything creates noise. That’s why this dashboard focuses on actionable, aggregated data that reflects real usage. Our goal is to help you track meaningful trends that support better care, stronger collaboration, and effective implementation.

This dashboard doesn’t include client-specific data, so it’s safe to use in operational reviews, staff meetings, or executive updates.

📈 Key metrics defined

• Action Plans Created:  Total number of Action Plans created within the selected date range. Use the date filter to customize the time period.

• Active Action Plans: Number of Action Plans currently active (excludes drafts and archived plans). Includes plans even if the patient or primary supporter was not invited or has not yet accepted the invitation.

• Action Plans with at least 1 patient/family: Number of Action Plans where the patient or family member has accepted the Action Plan invitation.

• % of Action Plans with at least 1 patient/family: Percentage of Action Plans where the patient or family member accepted the invitation, out of all Action Plans where an invitation was sent.

• Invitations sent to other organizations to join Shared Action Plan: Total number of invitations sent to other organizations for shared Action Planning, along with the percentage that were accepted or declined.

• Breakdown of Shared Action Plan Invitations to Other Organizations: A summary of all invitations sent to external organizations for shared Action Plans, including the total number sent.

• Action Plan usage by Template: Number of Action Plans created, grouped by the specific template used. Helps identify which templates are most frequently used across teams or programs.

• Action Plans created by [Name organization]: Number of Action Plans created by the [Name organization], displayed as a monthly trend to show changes in usage over time.

• Action Plans accepted by patient/supporter: Number of Action Plans accepted and activated by a patient or supporter, shown as a monthly trend to track engagement over time.

• Action plan visits [Name organization]: Number of times Health team members opened an Action Plan, displayed as a monthly trend. Each visit reflects active engagement with the care plan by the health team.

• Action plan visits from participating [Name organizations]: Number of times team members from invited organizations opened an Action Plan, displayed as a monthly trend. Each visit represents active use and engagement with shared care plans across partner organizations.

• Action plan visits from patient/support: Number of times the patient and/or support team members opened an Action Plan, displayed as a monthly trend. Each visit represents active use and engagement from the patient and/or support team.

• Cumulative Action plan visits [Name organization]: The running total number of times team members have opened an Action Plan, reflecting active engagement with the care plan over time. This metric accumulates visits across months to show overall program activity and follow-up.

• Cumulative Action plan visits (Patient/Family): The running total number of times patients or family members have accessed an Action Plan, indicating ongoing engagement in care planning and follow-up over time.

• Action Plan created/activated breakdown by users: Number of Action Plans created by each health team member, including how many have been activated (i.e., accepted or engaged with) by patients or family members. Presented with a percentage to show activation rate, enabling comparison across team members to identify engagement patterns and opportunities for improvement.

• Action Plan created/activated by organization names:  Total number of Action Plans initiated by each organization (Place), along with the number activated by patients or family members. Includes an activation rate (%) to compare engagement and uptake across participating organizations.

• Messages Sent (Cumulative): Total number of messages sent by all users to date, including health team members, patients, and family members.

• Activities Added to Action Plan- Tasks, Appointments, Forms, Referrals, Check-ins (Cumulative): Total number of individual activities added to Action Plans across all users to date, reflecting care planning and coordination efforts.

• Check-in responses: Tracks engagement with Check-Ins over time. Includes two views: (1) cumulative total of Check-Ins created, and (2) number of responses received each month.

🛠️ Using metrics during implementation

The dashboard is especially useful in the early stages of rollout:

• Monitor adoption trends to see if users are engaging with Action Plans and tasks.

• Spot training opportunities if usage patterns are lower in some areas.

• Celebrate milestones like # of Action Plans created or increasing patient/family engagement. 

🔄 This dashboard will evolve

We continuously make updates, additions, and adjustments based on feedback from users like you. If there’s a metric you’d find helpful—or one that needs clarification—let us know at support@getcareteam.com.