Tasks (Including Plan of Care)

Tasks (Including Plan of Care)

The TASKS tab allows users to record the completion of any tasks performed during the visit. Some accounts are configured to use a Plan of Care (PoC). When a client has a PoC, required tasks are automatically populated in the TASKS tab. Select the completed tasks from this list. Depending on account set up, the service selected for the visit limits the tasks selection to that service.

1. Tap ADD TASKS to open the task list.

Sandata Mobile Connect tasks screen

2. Tap the applicable task(s) from the task list.

Some tasks require the user to enter a value in the field (e.g weight, blood pressure, or car fare).

3. Tap Add Tasks to close the task list.

4. Tap Task Complete, Task Not Completed or Client Refused.

Task completed or refused drop-down

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