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