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Add Care Team on Group Assignment
When a client is moved into a client group, automatically add that group's designated staff to their care team, keeping anyone already on it.
Built by SE Team
The problem it solves
Different client groups are often served by different staff, but care teams are updated by hand after a group change. Clients end up unable to message the staff now responsible for them.
What's included
- Automatic check whenever a client's group changes
- Group's designated staff (identified by tag) added to the client's care team
- Existing care team members are kept
- Configurable group and staff tags per organization
How it works
Client group changed
Group matches configured list
Add care team members
Add Care Team on Group Assignment keeps care teams in step with client groups. When a client moves into a configured group, the staff designated for that group are added to their care team automatically, and existing members stay in place. It's built for organizations where each client group has its own care staff, and requires Automate.