Schedule appointments, transport and check-ins using generic roles and preparation checks.
Set up a private logistics plan#
Open Care Coordination in your personal workspace. Choose an activity, a generic routine label, and the planned role. Enter the local time and its time zone. If the clock repeats, select the second occurrence only when you mean the later time.
Use the plan for your own arrangements. The roles are placeholders. Confirm who is involved and exchange details directly through the channels you already use. Keep health details in the appropriate private record.
Prepare the handover and close the plan#
Review the time, expected help and handover arrangements before marking preparation ready. Readiness records your own review. After the activity, mark it complete or reopen the plan if arrangements change.
Cancel a plan if it no longer applies. Archive completed or cancelled plans, restore them for review, or remove the archived schedule and history when you no longer need it.
Keep the active workspace, actual business requirements and current setup summary in view. A guide explains a choice; it does not make that choice for you.