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Care board is where the care circle stays coordinated day to day. Open Care Circle → Care board. The page is titled with the person’s name, then Care board (for example, their Care board). The description matches: updates and handoffs for that person’s care circle. This is not Care team. Care team is where you invite people and set permissions. Care board is where those people post updates and hand off Asks. A care circle can include anyone who cares: a sibling, a neighbor, or the aide who already comes by. Use the recipient tabs to switch whose board you are looking at. The member strip shows who is in the circle.

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Needs attention

Needs attention lists open Asks that still need someone to take point. When open Asks exist, the heading includes a count.

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Ask for help (Full Access)

Ask for help appears only if you have Full Access. Can Update and View Only can read the board and share updates, but they do not see Ask for help. To post an Ask:
  1. Open Care Circle → Care board.
  2. Click Ask for help.
  3. Enter what you need in What do you need help with?
  4. Optionally mention someone with the member picker.
  5. Click Ask for help, or Cancel.
A successful post shows the toast Ask posted. Mentions appear as Asked followed by that person’s name. When nothing is open, you see Nothing needs a handoff right now. With Full Access you also see Ask for help when someone should take point. If you have Full Access and you are still the only person in the circle, you see Only one person is in this care circle so far. The on-page line points to Team; in the sidebar that page is Care Circle → Care team. Use Invite someone on Team so others can claim Asks. to go invite someone there.

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Work an Ask

Ask status labels are: Source labels can be Ask, Appointment, or Care update. On an open Ask (Needs help), you see Seen next to Claim. Seen marks the Ask as seen. Click Claim to take point. Claimed titles read You have this, that person’s name followed by has this, or Someone has this. Claimed Asks appear under In progress. From an Ask you have claimed, you can Release it back or Close it when finished. Closed Asks sit behind Show closed (N) / Hide, under the heading Closed. An Appointment Ask can open the appointment from Calendar. A Care update Ask can open Timeline.

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Updates

Updates is for keeping the circle informed. An update is not a handoff. Use an Ask when someone should take point. Anyone on the board can click Share update (this is not limited to Full Access):
  1. Click Share update.
  2. Write in Share a short update with the circle…
  3. Click Share update, or Cancel.
A successful post shows Update shared. The author or someone with Full Access can Delete an update; that shows Update removed. If there are no updates yet, you see No updates yet. You can share an update, or invite more people from Care Circle → Care team (the on-page copy may still say Team).

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Care team vs Care board

To invite someone new, go to Care team. To coordinate after they join, stay on Care board.