Modifying care team actions

You can modify any care team action in the care plan. Assuming that organization units are enabled for your organization, you can assign the action to either a specific care team member or to a care team role in your organization unit.

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. Select Edit from the Actions menu of the care team action.
6. Modify the following care team action details, as needed.
   • Name: You can rename actions that you create but not library actions.
   • 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 a 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: Update the start date for the action.
   • Expected End Date: Update the expected end date for the action.
   • Category: Select an action category for reporting purposes.
   • Reason: Update the reason for the action.
7. Click Save.