🧍‍♀️ Exploring the Person’s Panel

📺 Watch the video
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🔍 What it is
The Person’s Panel sits at the top of every Action Plan dashboard—on desktop and mobile—and never changes position. It’s your go-to place for key context: who's involved, what's important to the Person, and what information you need to personalize and coordinate care.

It’s one of Careteam’s foundational building blocks for delivering person-centered, proactive, and integrated care.

📋 What you’ll find in the Person’s Panel

Click to open each section:

• 👥 Team:

  • Lists everyone involved in the Person’s care, including:

    • Support Team (family, friends, primary supporters)

    • Health Team (care providers from one or more organizations)

  • Each name includes their role and contact method, so you always know who’s who.

• 🎯 Goals:

  • Displays goals added by the Health Team, the Person, or their Support Team

  • Encourages shared understanding of what matters most

  • You and others can add, edit, and mark goals as completed

• 📑 Information:

  • Shows the Person’s contact details, demographics, and digital binder

  • Clients or their primary supporters can use this as their space to capture:

    • Health history

    • Key notes

    • Anything they want the care team to know

  • Health providers can view this content and edit core info like phone number, email, or PCP

• 🗂️ About This Action Plan:

  • See or edit:

    • The Action Plan name (often aligned to the program, e.g. “Palliative Pathway”)

    • Key instructions for the team

    • Concerns or guidance unique to this care journey

    • Archive or unarchive the Action Plan if appropriate

💡 Tips & Best Practices

• Encourage people to add their own health history or notes under the Information section—it gives you richer context

• Keep Action Plan instructions up to date as care evolves

• Use the Person’s Goals as a shared, motivating focal point across teams

• Everything in the Person’s Panel stays visible no matter how the rest of the dashboard is configured

The Person’s Panel is a simple yet powerful tool to drive better coordination and stronger relationships. It’s not just about the data—it’s about understanding the Person at the center of care.