Resetting role-based summary cards to the default configuration

If you customize the display of summary cards for a specific care team role, you can revert that display to be the same as the default card configuration.

About this task

For any configured care team role, you can reset the summary card display to the default card configuration.

Procedure

  1. Sign in with your administrator credentials.
    Your home page opens.
  2. Click Client Data > Client Summary Cards.
  3. Click the Role-based Configuration tab.
    The list of care team roles that displays on this page refreshes as roles are created, edited, or deleted on the Care Team Roles page.
  4. From the Actions menu of the care team role, click Reset to default.
    The Reset to Default page opens.
  5. Click Save to confirm your action.