🎥 Quick reference video
Before diving in, watch this short video walkthrough from Dean Henderson, who leads Careteam's integrated care work and supports implementation and onboarding:
__________________________________________________________________________________________________________
👥 Who is this for?
CMHA Lower Mainland staff supporting clients through the Pacific Blue Cross return-to-work program
Health providers starting and managing client Action Plans
Anyone on the CMHA team who needs to invite clients, set goals, or track return-to-work progress in Careteam
__________________________________________________________________________________________________________
🎯 Purpose of using Careteam to support Pacific Blue Cross clients
Careteam gives you one workspace to set up, invite, and support clients as they work toward returning to work — and to track and report on that progress.
✔️ Start each client on a standardized action plan
✔️ Invite clients securely and track their progress
✔️ Set goal-oriented, trackable check-ins
✔️ Share progress and reporting data back to Pacific Blue Cross
__________________________________________________________________________________________________________
🚀 Quick start guide
1️⃣ Log in and go to CMHA
When you log in to Careteam, you'll land on your profile page. Click anywhere on the CMHA tile to get started.
2️⃣ Start a new Action Plan
For a brand-new client:
Click Start a new action plan
Select the template Optimizing Mental Health in the Workplace
Click Create
3️⃣ Enter client information
Name and date of birth are the two required fields — the "forcing functions" that let you proceed. You can also add a health card number, gender, and other details if you have them.
Click Next, then scroll down and click Finish, then Activate.
You'll land on the client's Action Plan dashboard, which comes pre-loaded with templated content.
4️⃣ Invite the client
Go to the client's information section — you'll see they haven't been invited yet.
Click Add, enter their email address, and click Send invitation
If some time passes with no login, or on a second call, you can resend the invitation
Got the email wrong? You can edit it — same as any other field (name, date of birth, health card number, address, etc.)
__________________________________________________________________________________________________________
🗣️ Sample script: Introducing Careteam to your client
Use this script when inviting a client onto Careteam for the first time:
"(Client name or caregiver), staying connected and clear on next steps makes a real difference. That's why we use a secure app called Careteam—it brings everything together in one place: an action-oriented care plan.
We'll send you an email invite today—please accept it. Your Action Plan will guide you through your return-to-work journey, and we'll keep it updated as things change. You'll get notifications when updates are made, and we encourage you to check Careteam regularly—it's your go-to spot for everything related to your care. You can also invite any support people you'd like to stay in the loop."
__________________________________________________________________________________________________________
🧩 Action Plan blocks, explained
Once a client is started, the Action Plan dashboard includes the following blocks:
General Information
Comes pre-populated with program information. You can edit, remove, or add to it. Any note added here triggers an email notification to the client.
Important Dates
Tracks the program start date and the client's anticipated return-to-work date. Since the target date often shifts, click Edit any time to update it.
Status Updates
Internal notes visible only to the health team (e.g., "client did not attend their first meeting"). Not visible to the client.
Things to Do
Comes pre-populated with tasks, including the DocuSign authorization/release of information form. Add your own tasks here too — like an upcoming call, complete with a scheduled date/time and a virtual meeting link (e.g., Teams). Clients are notified when a task is added and get a reminder as it approaches. When a client marks a task complete, it drops off the list (you may need to refresh to see the update).
Resources
Comes with five pre-populated resources (e.g., Bounce Back, Peer Navigation Lower Mainland) pulled from your Careteam Library. You can also:
Add a one-time resource, like a specific website link for that client
Attach a document, the same way you'd attach one to an email
If there's content you find yourself sharing often that isn't in the library yet, let your supervisor know so it can be added.
Goals
The most important block. As the healthcare provider, you should set the initial goals on behalf of the client — kept broad, like "be more physically active" or "return to work." From there:
Click Enable Goal Planning
In conversation with the client, rate the goal on importance, readiness, and confidence (e.g., importance: 7, readiness: 6, confidence: 2–3) — this is based on Careteam's research into goal-oriented care
Click Save, then add one or more specific actions under the goal (e.g., "go for a walk every day")
Add a check-in for each action — visible to everyone on the team — and schedule it (one-time or repeating, e.g., every Friday for three weeks)
Check-ins are how clients report progress (not yet started, unable to engage, partway through, sparsely attempted, not applicable, etc.), and they feed the reporting shared back with Pacific Blue Cross. You can schedule check-ins to land around your regular follow-up calls with the client.
__________________________________________________________________________________________________________
📋 Managing your caseload
My List filters the dashboard down to only the Action Plans you're part of, so you're not scrolling through everyone else's clients
The notification bell gives you an at-a-glance view of updates — mark items as read individually, or view the full notification history
__________________________________________________________________________________________________________
📌 Pro tips for success
Set goals broadly at first, then get specific with actions and check-ins underneath them
Schedule check-ins around your regular follow-up calls so progress updates line up naturally
Use Status Updates for internal notes — the client won't see these
Anything you add to General Information, Things to Do, or Goals triggers a client notification, so keep entries client-appropriate
__________________________________________________________________________________________________________
💡 Need help?
Questions or technical issues? Contact:
📧 support@getcareteam.com