Skilled Nursing Facilities

Task Manager in POC – Reassigning Tasks by Resident

After you select Display Filters, select 2 assignments to review. You can then reassign tasks by Time or Resident, and the changes made are immediately reflected in POC and POC Mobile. Follow the steps below to reassign tasks by Resident. To reassign tasks by Time, see POC - Task Manager - Reassigning Tasks by Time.

  1. In the Assignments for Review section, select two assignments > click Review Assignments. The Assignment Editor window opens for task reassignment.

  2. Select filters:

    • Reassign tasks for – You can change the date to a future date up to 1 month in the future, but not a past date. Select Duration must be changed to One Day or Indefinite.

    • Include PRN in Total – If this is selected, an additional row appears: Average PRN provided in last 7 days.

    • Include Unscheduled in Total – If this is selected, an additional row appears: Average unscheduled task provided in last 7 days.

    • Time/Resident – Change to Resident.

  3. Select a resident or click the + sign to expand a resident’s task list and select specific tasks.

  4. Click Move to reassign the resident or selected resident tasks from one assignment to the other.

  5. Click Save. The reassigned resident/tasks are immediately reflected in POC and POC Mobile.

  • After saving, you can change the date or use the Change Assignment list to reassign tasks for a different date or assignment

  • The Assignment Summary section lists all assignments, the number of tasks, and planned time (if applicable)

  • Every X Hours tasks are indicated by a green repeat symbol Green Repeat Symbol for Every X Hours tasks in Task Manager. If you reassign a task with a frequency of Every X Hours, all of those tasks are reassigned for the selected shift. For example, if you reassign a 10am task, and that task is scheduled every 2 hours, all of those tasks are reassigned.

  • If a task is already documented, it is highlighted in green.

  • Clicking the + sign for a group expands that group in both assignments. When a group is expanded, click Move to highlight the reassigned tasks in yellow in the new assignment.

  • Include Unscheduled in Total is only visible if Allow Users to Track Unscheduled Tasks is set to Yes in POC General Configuration.

  • If Interventions are set up for POC documentation, they are included in the totals.

  • In the Assignments for Review section, click the report icon next to an assignment to run the Intervention/Task Schedule Report for that assignment. The report generates based on the filters selected in the Display Filters section. You must have the Intervention/Task Schedule security item to access the report.

  • A resident’s reassignment (one day or indefinite) does NOT change their bed location in Clinical > Setup > Standard Assignment Groups.