Tagging of Tasks to Forms and Instructions

You have the ability to tag Tasks (i.e. the daily support you provide to your service users) to Forms (relevant observations) and Instructions (a visual guidance, either by using a picture or a video).

This is great to use in cases especially, where an observation must be made to support a Task that is being completed. You have the ability to tag Forms and have them either be mandatory or optional to complete. These will show below the Task Description box and will complete your observation and documentation loop.

Additionally, you are also able to tag relevant Instructions to the Tasks. So, where you have a picture or a video that will assist the frontline staff in providing support for a Task, you would be able to create this tag, and the Instruction will show in the Task Description box below your text, which is an extremely personalised and effective way of communicating guidelines and preferences.

This has several advantages, of which the most beneficial we foresee are:

Eliminating the two-step process between Tasks and Forms so that these are completed on the same page.

Enabling you to meet your compliance needs more effectively by ensuring that the mandatory Forms are completed, and therefore all observations have been made before completing of a Task. Also, by demonstrating through Instructions that you have provided the relevant guidance and communicated best practice to all staff in the best possible way.

Encouraging you to adopt a more outcome-based approach to your care delivery, where you will be able to help your service users set and achieve goals more efficiently. This is done by ensuring that you create Tasks and record observations that periodically monitor the progress of your service users. For example, goals such as self-care, mobility, dietary progress, social interaction etc. can all be monitored in a methodical way.

How to do this: In the picture below you can see that in Jonathan's Tasks menu, you must first click into an assigned Task - in this case Breakfast. Below the Task Description box, you have a section to tag Instructions and Forms on to the Task. Remember that the Instruction must be created beforehand, and the Form must be set-up for the resident beforehand in order for it to show on the list. Then you can add relevant Instructions and Forms to the task. You also have the ability to display these in the order of your choice. And in case of Forms, to decide whether or not the Form tagged MUST be completed or not, by de/selecting the box.

For any more help on how to create these tags and use this feature in the best possible way, do reach out to us.

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