Configuring Care Team Work Management

concept australia Updated Sep 10, 2026 1 min read ctwm-configuring.md
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Set up the Care Team Work Management application.

Configuration overview

  1. Activate Care Team Work Management

    Activate the Care Team Work Management application [com.sn_cto] if you have the admin role.

  2. Roles and responsibilities in Care Team Work Management

    To manage access effectively in Care Team Work Management, first understand how roles and responsibilities work together. These concepts build on the Service Model Foundation (SMF) but are adapted for Healthcare Operations-specific use cases.

  3. Setting up healthcare locations and healthcare organizations

    Understand how healthcare locations and healthcare organizations function and should be organized to set up your care teams and the physical locations they operate in correctly.

  4. Create assignment groups for Care Team Work Management

    Associate assignment groups within your care team units so care team cases and tasks can be fulfilled.

  5. Add or remove members in Healthcare Operations Core

    Add or remove members from your healthcare organizations.

  6. Task Plan Templates in Care Team Work Management

    Understand how task plan templates can be leveraged from Customer Service Management in Care Team Work Management.

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