This article will serve a check list of areas to check if staff can't see tasks to complete in their visit.
Verify the service being scheduled
- Go to the client profile and select on Authorizations to verify the service being offered, in this example it is HHA
- You can also see this information on the schedule
Verifty the Tasks
- Once the service type has been verified navigate to the Care Plan Tab
The Task list will provide helpful in verifying that the task is set up for the correct service
type.
In this example, the HHA visit will only show four tasks for the staff to complete for the HHA visit, however, if the task not appearing on the visit but is listed here, this Task will need updated to the correct Service to show on that visit.
Other areas to verify:
- If the Tasks and Services are correct, verify the Days in which the services should occur and effective date.
- If the task is associated with a different service, for Authorization purposes a separate shift may need created.
- Verify the Status has a green thumbs up to reflect the task is active
Once the information is corrected and saved, the staff will see the tasks in the Mobile App as visits will be updated.