Users who are invited to join a client’s Care Team will see the invitation displayed as a task in the Todo’s.

1.) Click on the invitation in the Todo’s to open the Invite to Care Team details pane.

2.) Once you have selected the invitation from your Todo list, you will then select one of the possible actions (e.g., Accept, Assign, Decline).

3.) Accept: By accepting the invitation to be on the client’s Care Team, an update is sent to the user who sent the invitation. The update will appear in that user’s Todo’s and in the Notifications tab of the Information Center. The user who accepted the invitation will now be listed on the client’s Care Team and have access to the client’s information based on a combination of the user’s role and permissions.

4.) Assign: This is when the invitation is passed along to another user within your entity/agency that may be able to handle the client more appropriately.

5.) Decline: When the user declines the invitation, an update is sent to the user who sent the invitation. The update will appear in that user’s Todo’s and in the Notifications tab of the Information Center.