How to Switch between the New and Old Care Team Application Layouts

This document provides instructions on how to switch between the new and old Care Team Application layouts.

👩‍⚕️ Purpose/Short Description

The Care Team Application provides a secure, HIPAA compliant digital system that centralizes client information—assessments, treatment plans, progress notes, medications, and billing—to streamline documentation, coordinate care, and ensure compliance with clinical and privacy standards.

This article will guide you through the process of switching between the new Care Team Application and the old Care Team Application layouts.

🔁 Step-by-Step Instructions to Switch to Old Care Team Application Layout

1. Click on your profile icon at the upper right hand corner of any page.

2. A new popup window will open.

3. Click on "Default to old layout".

4. You are now viewing the Care Team Application though the old layout.

🔄 Step-by-Step Instructions to Switch back to New Care Team Application Layout

1. Click on your profile icon at the bottom left corner of any page.

2. Scroll down your profile page to "Default layout" right above the "Save" button.

3. Click on the down arrow and highlight and select "New Layout".

4. You are now viewing the Care Team Application through the new layout.

Expected Outcomes:

After completing this article, you should be able to successfully switch between the new Care Team Application layout and the old CareTeam Application layout.

Audience:

Behavioral Healthcare providers, Counselors, Therapists, Medical Practitioners, Intake Coordinators, Admins, Care Coordinators, Clinical Supervisors

Tags:

EMR, EHR, Electronic Health Record, Medical Records, Clinical Documentation, Charting, Treatment Planning, Progress Notes, Assessments, Medication Management

Would you like these instructions formatted as a printable reference card, or do you have another software process you need documentation for?