Care Team Management

Created by Michael Marchese, Modified on Thu, 24 Sep at 7:28 AM by Shannon Russell

TREAT - Care Team Assignments

Care Team Management


Care Team Management (Data Manager)

Care Team Management is available under Data Manager for organizations managing larger caseloads.

With the appropriate permissions, authorized users can review another worker's assigned care team, search for assigned clients, perform bulk reassignments, and update care team roles across multiple client records.

Care Team Management can support staff transitions, team reorganizations, workload balancing, and other situations where many client assignments need to be reviewed or changed.



Training Video


Care Team Lists and Care Team Management - User Instructions  |  Author: Michael Marchese  |  2026-09-18

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