Plans & assignments
Review shared assignments
Find client work that was explicitly shared and use it in the care conversation.
Find shared work
- The plan can show a shared or eye indicator on an assignment the client made available.
- The shared-assignments area highlights client requests for review.
- Open the assignment to view only the information currently available through the client’s sharing choice.
Respond to the request
Review the content, discuss it with the client, and record any needed follow-up through the appropriate plan, message, or documentation workflow.
Respect the sharing boundary
Keep in mind
Sharing one assignment does not grant access to an entire data category. If access changes, rely on what is currently available and confirm important context directly with the client.