Manually Adding and Removing Tasks

Depending on your set up, the service selected for the visit limits the tasks available to select.  

1.        1. From the Visit Maintenance module, select the visit to view visit details.  

2.        2. Inside the visit details, select the Tasks tab.   

3. 3. To add a task to a visit: select the checkboxes for each task that must be added to the visit. Select the correct Reason Code from the drop-down menu and enter the Reason Note. 
4. Select SAVE. 

 

4.     4. To delete a task from a visit: deselect the checkboxes for each task. 

 

***Multiple tasks can be selected and added to the visit using the same reason and resolution codes. If a reason is available for a task, it can be entered or dated here. 

A message displays to confirm the action. The selected tasks are marked as complete and the Manually Added column displays “Yes” for any task you manually add to visits.