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Scheduled Tasks Global Assignment through Client Tags
This process was used as a short cut to assign a large amount of tasks to clients from authorizations using Global Tasks instead of individual Scheduled Tasks. 1. Copy names of Tasks from Task Code List creating them as individual “Client Tags” 2. ...
Add/Schedule Client Tasks
To add/schedule client tasks in SMARTcare, follow the steps below: Under Menu > Client > Client Management, select the client you would like to add tasks for by clicking on their profile picture. This will open their Client Profile. Scroll down to ...
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 ...
Deleting a Completed Planned Service
Deleting a Completed Planned Service Summary: Directions on how to delete a completed planned service. 1. In the scheduling dashboard find the planned service that has been completed by the caregiver. 2. In scheduling dashboard drag that planned ...
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 ...