Senior Living Communities

TASKS (PAPER) Creating a Custom Task

You can create Custom Tasks in a resident's task tab when documentation needs to occur on a task that isn't available in the task library. Typically, the custom task is one that wouldn't be needed for any other resident.

  1. Community > Clinical > Resident > Task tab.

  2. Click New Custom Tasks to add a new custom task for documentation. The New Custom Task appears.

  3. If needed, search for an appropriate focus statement that relates to the resident's care plan by clicking the lookup.gif that appears to the right of the Focus field.

  4. In the New Custom Tasks window, click in the Description field, and type the required description of the task.

  5. Use the Position One list to assign the position of the person who needs to complete the task.

  6. Select a frequency by clicking the magnifying glass lookup.gif and selecting the appropriate schedule for the task.

  7. Select Task appears on documentation record.

  • If the same Custom Task is being created for a number of residents, consider adding to the Task Library to reduce the number of custom tasks.

  • Text entered in the Instructions field does not appear anywhere at this time.

  • Custom Tasks are only available if the user has security permissions to create them.

  • Custom Tasks are edited or Resolved/Cancelled in the same manner as other Tasks in the resident's task tab.