Help Center
Line drawing for the Clients topic

Changing who is on a client's care team

Add a team member or end an assignment on the care team.

Who this is for: Practice manager

Add a team member

  1. On Overview, find Care team.
    A client's chart on Overview with an arrow pointing at the Care team section.
  2. Select Add team member.
    The Care team section of a client's chart with an arrow pointing at the Add team member button.
  3. Choose Role, then choose The team member and select Add team member.
    The Care team form with an arrow pointing at the Role choice.

End an assignment

  1. Select Remove on the assignment you want to end.
    The Care team section of a client's chart with an arrow pointing at the Remove button on an assignment.
  2. Check Remove from care team?, then select Remove to end that assignment. The period closes and cannot be reopened; if they take the client on again, add them again and a fresh period begins.
    The Remove from care team? confirmation with an arrow pointing at its Remove button.

Last checked against Weft on 31 Oct 2026. Something on your screen reads differently? Tell us at support@weftary.com.