Care team cases and tasks

concept brazil Updated Sep 10, 2026 1 min read ctwm-care-team-case.md
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Care team cases group related operational work for a care team, while care team tasks represent the individual, actionable steps that users complete to fulfill that work.

Care team case

Care team cases are generated from task plans and have associated care team tasks.

The care team case [sn_cto_case] table contains cases pertaining to Care Team Work Management at the unit level.

Once a task plan is executed, the system generates care team cases and care team tasks for each impacted unit.

A care team task is the unit‑level container for work. It includes:

  • The unit’s task list
  • Required assessments or checklists
  • Evidence capture fields
  • Assignment details for the care team agent manager

Care team task

The care team task [sn_cto_task] table contains tasks attached to care team cases.

Care team tasks represent the hands‑on work care team agents must complete, such as:

  • Conducting room or equipment checks
  • Performing shift readiness steps
  • Documenting safety concerns
  • Completing Smart Assessments

Tasks are fulfilled in the Healthcare Operations Workspace. Care team tasks can also be assigned, edited, and completed from Care Team Mobile. For more information, see Manage care team cases and tasks using Care Team Mobile.

Care team agent managers monitor progress and complete the case once all tasks are finished.

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