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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Fulfill care team case and tasks

Fulfill the care team cases and tasks created from task plans.

Before you begin

Role required: sn_cto.care_team_agent or sn_cto.care_team_agent_manager

About this task

For more information on care team cases and tasks, see Care team cases and tasks.

Procedure

  1. In the Healthcare Orchestration Workspace, navigate to Care Team Case > All Cases.

  2. Update case details as needed.

    Note: Care team cases can be reassigned as needed.

  3. Select Tasks to view all associated care team tasks.

  4. Select a task and fulfill it as needed.

  5. Use Close case or Close task to close out the case or task.