Manually Adding and Removing Tasks

Depending on account set up, the service selected for the visit limits the tasks selection to that service.

1. Navigate to the Tasks section of the Visit Details screen.

(Visit Maintenance > search for and open a visit ( ) > Tasks)

2. Select the checkboxes for each task that must be added to the visit. Deselect the checkboxes for each task that must be removed from the visit.

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

4. Select the REASON CODE.

5. Select the RESOLUTION CODE.

6. Enter a REASON NOTE, if applicable.

7. Click SAVE.

A notification of confirmation or error displays at the top of the screen. The selected tasks are marked as complete and the Manually Added column displays “Yes” for any task users manually add to visits.

Task Screen

Update Successful Confirmation