Completing care team actions

When care teams complete, or the individual no longer needs, a care team action, you can complete the action. After a care team action is completed, you can update the completion details. By default, completed care team actions are hidden.

About this task

You can complete care team actions regardless of whether the action is assigned to you or another care team member or role. Even when an action is assigned to a care team role, rather than a specific care team member, you can complete the action on the Care Team Actions list.

Procedure

  1. Sign in to your account.
    Your home page opens.
  2. To see your clients, from the Side Navigation Menu, select Clients > My Clients, or search for other clients.
  3. Click a client name.
    Their Summary View opens.
  4. Click Plan > Care Team Actions.
    Care team actions for the individual are displayed.
  5. Click Plan > Plan.
  6. Choose the appropriate option:
    • Complete a care team action by completing the following steps:
      1. Select Complete from the Actions menu of a care team action. The Complete Action page is displayed.
      2. Select an outcome, a date of completion, add a comment if needed, and click Save.
    • Update the completion details by completing the following steps. By default, completed activities are hidden.
      1. Expand actions and select the filter icon to open the care team actions filter.
      2. Select the Show Completed check box and click Apply.
      3. Select Update Completion Details from the Actions menu of a completed action. The Update Completion Details page is displayed.
      4. Update the outcome, the date of completion, or the comment, and click Save.