🧭 What does a Person’s Action Plan look like?

When you activate an Action Plan for a person, everyone—Health Team, Support Team, and the Person—shares a consistent layout. That’s intentional. A shared interface promotes clarity, reduces friction, and helps everyone stay on the same page.

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📊 Who can see and do what?

Block Health Team Person / Primary Supporter Person’s Panel ✅ Full access (view + edit) ✅ Full access (view + edit personal info, goals, team members they invited) Things to Do ✅ Add, edit, assign, complete ✅ Add and complete own items Resources ✅ Add and view ✅ Add and view Check-in Results Block ✅ View responses ✅ Complete check-ins & view results General Information ✅ Add, edit, delete 👁️ View-only Checklist ✅ Add and check off items 👁️ View-only (shows completed by/date) Important Dates ✅ Add and update 👁️ View-only Status Updates ✅ Add internal notes ❌ Not visible Discharge Block ✅ Add/edit discharge details 👁️ View-only in consolidated format Referrals ✅ Add/view/manage 👁️ View-only if shared Messaging ✅ Full access ✅ Access (if messaging enabled) Profile Settings ✅ User-level only ✅ Personal settings only

💡 Why This Matters

• Clarity for everyone: All care participants—patients, caregivers, providers—see the same layout.

• Role-based permissions: People only see or edit what’s appropriate for their role.

• Confidence and trust: Shared visibility reduces duplicate work, improves follow-through, and builds relationships.