Contents
Introduction
Document Care Plan Tasks
Introduction
You can only start documenting Care Plan tasks after you have started the visit. Care Plan tasks are entered by the back office staff taken from the Home Support Order (HSO).
Document Care Plan Tasks
1. After starting the visit, the Document screen appears with a list of Care Plan tasks for the client.
2. If you need to view the details of a care plan task prior to beginning the task, return to the Appointment Details screen by tapping on the Back Arrow on the bottom of the screen then tap the care plan activity to expand the details.
3. Return back to the Document screen by tapping the Complete Documentation
4. In the Document screen, tap the task you want to document.
5. Tap into the red highlighted field and select Complete or Not Complete
6. Tap OK.
7. If you select Not Complete, a reason will be required. Tap into the red highlighted field to select a reason.
8. Use the Prev and Next buttons to move to through the activity list.
9. To return to your activity list, tap the List button at the bottom of the screen.
You will notice your list has been updated based on whether the task was completed or not completed. All documented tasks will have a green check mark. An entry in red indicates the activity was marked Not Complete.