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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