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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.