Action Plans

🔔Managing Notifications

Modify notification preferences and manage alerts effectively.

Manage your Tasks efficiently

Review, accept, or decline tasks in My Tasks view.

Assign Activities across organizations (shared care plan)

Assign tasks and appointments for collaborative care across organizations.

📆 Using the Important Dates block

Add and edit important dates in healthcare care journeys.

Person centred goals: Goals block to a dashboard

Integrate and display goals on your dashboard for better care planning.

📄⬇️Export Action Plan to PDF

Export the Action Plan as a secure PDF file for printing or uploading.

🆕 Start a new Action Plan

Quickly onboard new clients into the right care pathway.

♻️ Reactivate an archived Action Plan

Bring a Person’s care plan back into active view

🎯 Adding and updating a Person’s Goals

A quick guide to supporting person-centred care with shared goals

🧭 Understanding the Action Plan Dashboard

A quick guide to how Action Plans are structured, personalized, and adapted for real-world care

🧭 What does a Person’s Action Plan look like?

Explore how clients, families, and health teams interact with the same Careteam dashboard—with role-specific permissions.

📆 Using the “Things to Do” Block in the Action Plan

A quick guide to organizing next steps, assigning tasks, and keeping care on track

🗂️ Archiving Action Plans

A quick guide to ending an Action Plan when care is complete—or no longer active

All about the Resources block in the Action Plan

Understand the core elements of the Resources block and how to use it to inform and connect everyone involved in the care process.

🧍‍♀️ Exploring the Person’s Panel

Your always-visible hub for person-centered, integrated care

📈 Using the “Check-in Results” block

A quick guide to viewing and acting on key check-ins from the Action Plan dashboard

📋 Using the “Checklist” block in the Action Plan

A quick guide to using the Checklist block and keeping everyone aligned

📝 Using the “General Information” Block in the Action Plan

A quick guide to sharing timely updates with clients, families, and health teams

🧭 Using the “Goal Planning” to Support Pperson-centred care

A quick guide to creating personalized goals, tracking progress, and empowering collaboration

🔒 Using the “Status Updates” block

A quick guide to sharing non-urgent updates with your healthcare team

🔗 Using the “Services and Referrals” block

A quick guide to making and tracking referrals directly within your Action Plan

🧠Using the “Recommendations” Block

A quick guide to suggesting care actions and engaging patients and families in shared decision-making