👥 Add or remove Team Members from a Person’s Action Plan

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🔍 What it is
Team members change—so should your Action Plan. With Careteam, it’s easy to add or remove members from a Person’s care team as their needs evolve. Whether a service is no longer needed or new support is joining, you can keep the Action Plan up to date in just a few clicks.

🚀 How it works
To update the team on a Person’s Action Plan:

1. Go to the Person’s Action Plan
   Navigate to the Action Plan you want to update.

2. Open the Person’s Team section
   This section shows all current members across the Health Team and Support Team.

3. Click “Update” under your organization’s team list
   You can only update members from your own organization.

4. Add or remove members
   Check the names you want to add, and uncheck those you want to remove.

5. Save changes
   Your updates are applied immediately, and everyone sees the updated team.

🛠️ Who can do it

• Any user with permission in your organization

• Or your team’s designated administrator

💡 Things to know

• Changes apply only to your own organization’s team members

• Other organizations in the shared Action Plan manage their own teams

• This ensures clarity, accountability, and proper role management

With Careteam, keeping care collaborative and current is always within reach.