Updating progress for care team actions

You can update progress for a care team action. Your changes are stored as update records.

About this task

You can add progress to 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 add progress for 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 > Plan.
  5. Choose from the following options:
    • Add a progress update by completing the following steps:
      1. Select Add Progress from the Actions menu of the care team action.
      2. Select a value for Progress, add a comment, and click Save.
    • Modify a progress update by completing the following steps:
      1. Click a care team action. The care team action page opens.
      2. Go to the Progress section.
      3. Select Edit from the Actions menu of the care team action.
      4. Update the progress or comment and click Save.
    • Delete a progress update by completing the following steps:
      1. Click a care team action. The care action page opens.
      2. Go to the Progress section.
      3. Select Delete from the Actions menu of the care team action and click Yes.