Add Task Codes

If you are needing to add new tasks codes to your system, follow the steps below:

1. Under Menu > Client > Task Codes.

2. Click on  pencil/pad icon to create a new task code.

3. Once the form has opened up, enter a code number. This code number is something you come up with, but cannot be the same as any other code number in the system.

4. Enter in the task description, this is what staff members see when completing tasks so make sure it is enough information for them to complete it.

5. The instructions is another optional area where you can input further information on the task for the staff member. 

6. Once you have entered in all the information you want for the task code, click Save.

7. The task code will be saved in the task code list, and can now be assigned to a client scheduled tasks. 

• Related Articles

• How to Create Billing Codes

  Below is how you can create billing codes in Aaniie. 1) Menu > Clients > Billing Codes. 2) Click the paper and pencil icon on the right-hand side. Please note: modifiers or any additional descriptors will need to be included with parentheses (see ...

• Add New Client

  Want to keep track of all your clients within SMARTcare? Not a problem. To add a client in SMARTcare, follow the steps below: Using the Menu dropdown at the top right of the screen, hover over Clients. Within the Clients dropdown, select Client ...

• Admin Clients

  Attached is a document with instructions on how to set up an admin client. Admin clients are often used for office staff to clock in and out with to track hours for payroll.

• Add and Update Client Restrictions

  Adding and updating client restrictions within SmartCare gives you the ability to restrict what clients can view when they log in to SmartCare. It is useful for reducing onscreen clutter for clients. To add and update these restrictions, follow the ...

• Assigning Scheduled Task & Global Task Based on Staff Tags

  You can now add schedule tasks for staff members with specific staff tags. This allows you to input tasks that only a person with this staff tag can see and complete, saving your caregivers time scrolling through tasks. Scheduled Tasks option: Under ...