Scheduled Tasks

Logging In & Basic Navigation
Scheduled Tasks

Notice by default, tasks are filtered by current day.  If you select the filter, there are several options


You can even enter a specific date range.


The list will update accordingly


Each task has a status (icons on left)


For example Scheduled (status under name)


In Progress


Completed and several others.


You can filter the task list by specific statuses if needed


Notice you can choose the type


And one or multiple statuses


Say for example, you only want to see “Standalone Forms”.


Then click “Ok”.


The list will update.


Let’s set it back to “All” statuses


The patient filter will allow you to select “All” or a specific patient to filter the tasks


Note:  You can only select patient’s that are assigned to you.


You can change the sort order


If you are a Care Manager, you can review other caregiver’s tasks but you won’t be able to edit their tasks


At the top right you can switch to a calendar view of your tasks for a specific patient


Select the arrow for the specific patient and the screen will update.


Use the arrows to navigate the months


There is also a filter to include “Standalone Forms”


And filter by disciplines if needed


Let’s go back to the List View


On each task you will see a status icon


And the status description


Orange Icons represent visits


Blue represents Stand Alone Forms


You’ll also see the patients name and record number


The type of visit


And scheduled date


Next is the patients address


Select the globe icon to launch google maps and obtain driving directions


The paperclip icon indicates how many attachments or forms are linked to that task


If you select the paperclip icon, you will be taken to the patient’s EMR.


The task, in this case, a visit will be highlighted.


Select it to view the attached forms


From here you can start your documentation


Let’s go back to the scheduled tasks screen and I will show you another way to get to these same forms


To start working on a task, again this could be a visit or a stand alone form, select the status icon or the arrow


In this case, since we selected a visit we are taken to the visit details screen


Note the two attachments we saw a moment ago from the EMRare listed at the bottom of this screen. So you can get to these forms from theEMR screen or from the visit screen. Remember you can still view pending forms or forms that need to be competed from the Pending Documents Screen.


Let's look at how to add a new task.  Keep in mind, this is a user permission so you may or may not see the “New Task” button. Oftentimes the back office is responsible for creating and assigning tasks but if you have permission to dos o, click “New Task” to schedule a visit or a stand alone form.  


As you can see there are two tabs.  To create a visit


Or a stand alone form


Let's start with the visit.


First search for the appropriate patient


You can click the magnifying glass icon for more advanced search options if you can’t find the patient you are looking for.


The cert period will automatically be populated but you can select the drop down to view and select a different cert period if needed


Today’s date will automatically be added as the visit date.  Change it if needed


If your agency uses “Telephony” or “EVV”, check the “EVV’ box if EVV is required


Next choose the appropriate service type


Then assign a caregiver


Once again you can click the magnifying glass for more advanced search options.

Click “OK”


You’ll automatically be taken to the visit screen to begin your documentation


Note the forms from the service type you selected will be listed at the bottom


Since you’ll learn more about filling out forms and working with visits in the Working With Visits section, lets go back to scheduled tasks


As you can see the task has been added to the list with a status of scheduled.


Let's add one more task. This time select Stand Alone Form


Search for and select a patient


Change the date if needed


Assign a caregiver

Then choose the appropriate form type


You can filter by the selected Caregiver’s services if needed


Select OK


As you can see the form will be displayed


Let’s go back to scheduled tasks


There is the stand alone form task

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