Schedule an Additional Resident Task

Modified on Tue, Jan 30, 2024 at 11:01 AM

Overview

In this article, we will review how to schedule an additional resident task.


Add an Additional Resident Task

Step 1: Choose a resident from the “Resident…” option located in the menu bar at the top of every page. This will redirect you to the resident’s profile page.

Step 2: Click on the resident Profile dropdown arrow.

Step 3: Choose Additional Tasks.

Step 4: When in the Additional Tasks section, click on the dropdown arrow. Choose Create an Additional Tasks.

Step 5: Complete all sections of the form.

Step 6: Add an expiration date for all temporary tasks created.

Step 7: The expiration date will be the date that the tasks will no longer show on the assignment sheets for the task.

Step 8: Once the task is expired, delete it from Care Management.

Step 9: Click on the “Submit” button on the bottom of the form once all fields are filled out.



Delete an Additional Resident Task

Step 1: Choose a resident from the “Resident…” option located in the menu bar at the top of every page. This will redirect you to the resident’s profile page.

Step 2: Click on the resident Profile dropdown arrow.

Step 3: Choose Additional Tasks.

Step 4: Click on the blue pencil button next to the task.

Step 5: Click on the “Delete” button at the bottom of the form to delete the tsk from the system.



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