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Connected TeamsBetter care, connected

Care and support plans

Care and support plans connected to participant records

Connected Teams capability

Keep the plan visible to the people who need it, while preserving effective dates, ownership and the participant's own choices.

Care plan models and participant plan workflows are implemented; clinical or regulated advice remains outside the product.
01

Record what good support looks like

Care plans can capture a title, summary, support needs, preferences, communication requirements, cultural needs and participant choices. These fields provide practical context for authorised delivery teams.

  • Support needs and preferences
  • Communication and cultural requirements
  • Participant choices and goals
02

Make review dates and ownership visible

Plans can carry effective dates, review dates, owners and assigned coordinators. This helps teams recognise when a plan needs attention instead of treating an old document as current forever.

  • Effective start and end dates
  • Review date and responsible owner
  • Coordinator assignment
03

Connect plans to delivery

The plan is part of the participant workflow and can sit alongside assigned staff, onboarding, consents and progress-note activity. It is not a replacement for professional or clinical assessment.

  • Participant-scoped access
  • Linked delivery context
  • Clear distinction between operational records and advice

A practical workflow

From setup to confident action.

Connected Teams keeps the next step visible while preserving the permissions and review controls that apply to your organisation.

  1. 01

    Open the participant profile

    Use the existing Connected Teams record and review path for this step.

  2. 02

    Create or update the plan

    Use the existing Connected Teams record and review path for this step.

  3. 03

    Assign ownership and review dates

    Use the existing Connected Teams record and review path for this step.

  4. 04

    Use current plan context during delivery and review

    Use the existing Connected Teams record and review path for this step.

Questions, answered

Understand the workflow before you begin.

Can a care plan be used as clinical advice?

No. It is an operational support record and does not replace clinical, legal or professional advice.

Can plans have review dates?

Yes. The care plan model supports effective dates and review dates.

Can plans be connected to progress notes?

The participant and care-delivery workflows are designed to keep delivery records in the same authorised context.

Keep exploring

See the connected parts of the platform.

Manage participant records Record progress notes Use the worker app