Assuming that organization units are enabled for your organization, you can add a care
team action to a plan and assign the action to either a specific care team member or to a care team
role in your organization unit.
Before you begin
You can add a suggested action or add an action from the library, or
you can create an action. Actions must be associated with goals, so at least one open goal must be
on the plan before you can add a care team action.
About this task
Use existing actions where possible, but if a suitable action does not exist, you can
create an action. Actions that you create are specific to a client and are not available for care
team members to add for other clients. You can add an action that was previously added to the plan,
if the previous action was completed or the time frame for the actions do not overlap.
Procedure
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Sign in to your account.
Your home page opens.
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To see your clients, from the Side Navigation Menu, select
, or search for other clients.
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Click a client name.
Their Summary View opens.
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Click .
- Add a care team action by selecting one of the following options.
- Click the Suggested Activities icon on the
Activities bar to see any suggested care team actions. Click the
Add icon to add a suggested care team action.
The add care
team action window opens.
- Click the Add Activity icon on the
Activities bar.
The activities library search opens. Choose one of
the following options:
- Type a care team action name to find a care team action in the library and click the care team
action. The add care team action window opens.
- Select New Care Team Action. The New Care Team
Action window opens.
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Complete the following details:
- Name: You must enter a name for new care team actions only.
- Source - If configured, you must select one of the configured values that
indicate the source of the action.
- Original Source System - If applicable, you can select one of the
configured values to indicate where the action originated.
- Assign To: Select the care team member to assign the action to.
- Assign To Role: Select a role from the list of active care team roles
that are qualified to complete the action. Only roles that are associated with users in the
organization unit are shown.
- Start Date: An action must have a start date, by default the current
date. Enter a start date for the action.
- Expected End Date: You can enter an end date for the action.
- Category: You can select an action category for reporting purposes.
- Associate Goals: An action must be associated with at least one goal.
Select one or more goals to associate with the action.
- Reason: Enter a reason for the action.
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Click Save.