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Action Plans

📅 Managing Your Appointments

Stay on top of upcoming appointments by viewing, adding, or editing them directly in your Action Plan.

Updated 1 week ago

Appointments are a key part of your care journey. Whether added by your care team or entered by you, the Appointments section helps everyone stay informed and coordinated.

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Why this matters


Appointments help ensure nothing falls through the cracks. When everyone involved—your care team, support network, and you—can see what’s coming up, it’s easier to plan, show up, and get the most out of every visit.


How to view appointments from your care team
If your care team schedules an appointment for you, it will appear in your Action Plan.

🔹 1. Check the Things to Do block
Your scheduled appointment will appear here, along with date, time, and location details.

🔹 2. Click on the appointment
You’ll see more details like a virtual meeting link (if applicable), physical location, and who added it.

🔹 3. Get notified
You’ll also receive an email notification when a new appointment is added to your plan.


How to add your own appointments
You can add personal appointments—like a visit with your doctor—right into your Action Plan.

🔹 1. Sign in to Careteam
Go to your Action Plan.

🔹 2. Click to + Add in the Things to do block and click on Appointments
Enter the appointment title, date, time, and optional details like location or notes.

🔹 3. Click Save
Your appointment will now appear in your plan, and members of your support circle will be notified.

💡 Pro tip: You can assign a supporter to help you with an appointment—like arranging a ride or joining you virtually.


🧠 Good to know

  • Both you and your care team can add appointments

  • Notifications help keep everyone in the loop

  • You can edit or delete your own appointments anytime

 

 

 

 

 

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