A Quick View is available in the application where you can view and manage all open care
team actions for active clients. You or other members of the care team must take responsibility for
listed actions.
About this task
In the My Actions section, you can edit, add progress, and complete
actions that are currently assigned to you. The My Actions list shows all
actions for active clients where you are a current member of their care team. Actions for inactive
clients are not listed.In the Unassigned section, you can view care team
actions associated with your care team role, which are not yet assigned and you are potentially
responsible for. The Unassigned list shows all unassigned actions for active
clients. Actions for inactive clients are not listed. You can assign a care team action to yourself
or to another care team member, or you can edit, add progress, and complete unassigned actions.
Procedure
-
Sign in to your account.
Your home page opens.
-
Select Actions from the Side Navigation
menu.
The Actions page opens.
-
For any action in the My Actions section or
Unassigned section, choose from the following tasks.
- Select
to modify the details of the care team action.
- Select to add a progress update.
- Select
to complete
an action. The action is removed from the My Actions or
Unassigned lists.
-
To review the details of an action, click an action name.
The Care Team Actions page for the associated client opens.