Learn how to start a new Action Plan or gain efficiency with an Action Plan template.
Learn how to find archived patient’s and Action Plans.
Learn how to make a referral directly within a person's Action Plan.
Learn how to reactivate archived Action Plans on Careteam, enabling healthcare providers to re-engage with a patient and their care plan.
Understand key elements of the Action Plan dashboard.
How to use the Things to do block to guide the next best steps in a Person’s 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.
Understand the core elements of the Check-in block and how to monitor progress, respond proactively, and stay connected with the Person’s ongoing care.
Understand the core elements of the Checklist block.
How to use the versatile General information block and how to leverage it to meet your needs.
Learn how to use the Goal Planning capability to create personalized goals, track progress, and foster collaboration between people and their care teams.
Share non-urgent updates across teams to keep everyone informed. Only healthcare team members can view these updates.