Below, updates are grouped into:
✨ New capabilities – Brand-new features
🔧 Enhancements – Improvements to existing functionality
🐛 Bug fixes – Issues resolved
✨ New capabilities
Brand-new features that expand what Careteam can do.
📋 Action Plan Template Creator (new UX)
The Action Plan Template Creator is now available in our new experience, making it easier to build and manage templates from the redesigned interface.
📄 Knowledge base article: Learn how to create an Action Plan template →
🔗 Caredove inbound
Careteam can now receive inbound intake requests directly from Caredove and assign them to a new or existing patient/Action Plan.
When an intake request comes in, it can include:
Patient full name — pre-populated into first/last name fields when creating a new patient from the intake
Caredove form results (screener, intake, etc.) — added to the Action Plan as a one-time PDF document
Referral + appointment (when the referral has a scheduled date) — added to the Action Plan as a referral with a scheduled appointment
📄 Knowledge base article: [link coming soon]
📜 Audit log enhancements
The audit log has been improved to give admins clearer, more detailed visibility into activity across Action Plans and the platform — supporting easier troubleshooting and compliance reviews.
🔧 Enhancements
Improvements to existing features to make workflows smoother and clearer.
📊 Collapsible check-in results
Check-in results blocks with more than 3 questions no longer expand to full length by default — keeping dashboards tidy and scannable. Blocks can be expanded or collapsed as needed.
🏢 Organization logos in more places
Organization logos now appear beside a staff member's name in the General Information, Status Updates, and Coordination blocks, making it easy to quickly reference which organization a team member belongs to.
⏳ Session timeout warning
When your Careteam session is about to time out, you'll now see a Session Expiring dialog with a live countdown, giving you 1 minute 30 seconds to stay logged in before you're signed out.
🎨 Status Update vs. General Information — visual distinction
The Status Update block (visible only to HCPs, for internal-only notes) and the General Information block (visible to patients/support team) now look more visually distinct, reducing the risk of entering information in the wrong section.
☎️ Phone number field for Appointments
Appointments now support a phone number field, alongside the existing in-person location and virtual meeting link options.
👤 Substitute Decision Maker (SDM) updates
Two improvements to how SDMs are documented:
New SDM type: Power of Attorney for Finances is now available as an option
Multi-select: You can now select more than one SDM option at once, better reflecting real-world decision-making arrangements
🐛 Bug fixes
Fixed notifications not appearing correctly for HCP-only viewable check-ins
Fixed permissions issue preventing unaffiliated healthcare providers from sending health team invitations
Fixed organization logo images failing to load
Fixed dropdown menus getting visually cut off in certain layouts
💬 That's a wrap (for now)
Thanks to everyone who shared feedback, spotted bugs, and pushed us to keep improving. We're building this with you, for you.
Here's to what we'll ship next!
💡 Have ideas or suggestions? We're all ears — drop us a note.