When a CHW creates an Observation Note in Procura Mobile, a task will will be created which is found under the Client Observation planner. These tasks require follow up throughout the day. The actual note will be found in the client's Dated Note section of the information record. *Check with your team to see how often these tasks should be monitored.
Follow the below steps to add a follow-up to an Observation Note and complete the Task.
- Rt. click on the task > More Client Information > Client Dated Notes.
- Once in the Dated Notes section of the client record, check Specific Type then choose Client Observations to filter for only Client Observation notes.
- Double-click on the note that corresponds to the task and click on the Follow-ups tab.
- Click Add, then enter the details of the follow up. Follow up notes are visible to the CHW in mobile.
- OK to go back to the dated note.
- Click Save/Send to close the dated note.
- Close the client record. Tasks should still be viewable.
- Select the task and click Complete.
- Confirm completion options.
See below for video instructions.