📽️Video Walkthroughs

Before diving in, watch these short videos on how Careteam supports HART Hub Niagara :

📽️Getting started with Careteam

📽️Starting an Action Plan - HART Hub Niagara Careteam place ONLY

📽️Action Plan Dashboard Orientation

Intake Receiver: Reviewing, Accepting Action Plan invitations and building the team (QUEST, Oak Centre, REACH, Marathon, De dwa da dehs nye>s, Niagara Region Mental Health, CASON)

👥 Who is this for?

• Staff supporting clients through the HART Hub Niagara

• Partner organizations collaborating within the HART Hub care pathway

• Care coordinators, outreach workers, and service providers involved in shared care planning

This guide is for organizations working together to support shared clients through the HART Hub Niagara.

🎯 Purpose of using Careteam to support the HART Hub Niagara

Careteam provides one shared, secure workspace where organizations involved in the HART Hub can coordinate care around a shared client—without relying on fax, email, or phone tag.

✔️ Enable shared care planning across organizations
✔️ Reduce fragmented communication and duplication
✔️ Improve visibility into client status, goals, and next steps
✔️ Support coordinated, integrated care across the HART Hub

🧭 What Careteam is (and is not)

Careteam is:

• A shared, live workspace for cross-organization collaboration

• A place to share updates, tasks, resources, and care plans

• A way to coordinate care between encounters

Careteam is not:

• ❌ An EMR

• ❌ A replacement for clinical documentation

Each organization continues to use their own EMR for clinical notes and encounters. Careteam replaces the work outside the EMR—the coordination, follow-ups, and shared visibility needed for integrated care.

🚀 Quick start guide

🔑 How Action Plans are created and shared

• HART Hub Niagara staff start all Action Plans for clients admitted to the HART Hub

• They invite the initial partner organizations involved in the client’s care

• Once invited, organizations can:

  • Collaborate on the shared Action Plan

  • Invite additional organizations as needed

This ensures one shared plan follows the client, even as supports change.

1️⃣ Accept the invite

When your organization is invited to a client’s Action Plan, the intake receiver will receive an email notification.
Accept the invitation to begin collaborating.

If you have access, you can also view and accept invites from the Invitations tab in Careteam.

2️⃣ Update the team

Once inside the Action Plan, make sure the approrpriate people are add to the team so that team membership is up to date and accurate. This supports notifications and messaging functions.

3️⃣ Add your support

Contribute to shared care by:

• Posting updates in Status Updates

• Updating the Care Coordination block as things change

• Logging Service Tracking Reporting when support is provided

• Adding and completing tasks or appointments

• Uploading relevant resources or documents

🤝 How collaboration works in the HART Hub

Careteam replaces fragmented communication with one live Action Plan.

When:

• One organization adds an update → all invited partners see it immediately

• Tasks or plans change → everyone stays aligned in real time

This helps prevent:

• Missed follow-ups

👤 About patient and supporter involvement

At this time:

• Patients and primary supporters are not invited into Careteam for the HART Hub

• Their contact information can be added for reference and coordination

The Action Plan remains focused on the client and supports coordinated care across organizations.

🙋‍♀️ What’s in it for me?

• 📞 Fewer emails, phone calls, and follow-ups

• 🧩 Clear visibility into client status and plans

• ⏱ Less time spent tracking down information

• 👥 Shared accountability across organizations

• 🔒 Secure, centralized communication

📚 Helpful links

🛠️ Activating your Careteam account
👉 https://help.getcareteam.com/help/activating-your-profile

📲 Saving Careteam on your desktop or home screen
👉 https://help.getcareteam.com/help/how-to-save-careteam-to-your-desktop-for-easy-access

📌 Pro tips for success

• Use Status Updates instead of emails so everyone sees the same information

• Keep the Shared Care Plan current—it’s the signal everyone relies on

• Add tasks with due dates to improve follow-through

• Check Careteam regularly—it reflects the most up-to-date picture of care

💡 Need help?

Questions or technical issues? Contact:
📧 support@getcareteam.com