Creating Tasks

In the Task Library you can create new tasks or edit existing tasks. At the resident level, staff can select tasks from the Task Library to add to the chart for use with electronic ADL documentation (POC), or paper ADL documentation (care records).

Note

Do not edit an existing task to change the intent of the original task. For example, do not edit a bathing task and change it to an entirely different task such as Oral Care. Instead, retire the task that is no longer needed and create a new task. See Managing the Task Library for additional information.

Note

If a task is assigned to a Quick Entry Group, the Follow Up Question edits must be made in POC Quick Entry Group Setup, instead of the Task Library.

Do one of the following:
- Single facility: Clinical > Setup > Task Library.
- Multi-facility: Management Console > Care Management > Task Library.
Click tasks for the library name.
Click New.
Complete the fields as required.
Click Save.
If you EDIT an item that is already assigned to residents, you must complete an additional step of updating the edited field(s) to push out the changes to all current residents. In a multi-facility, this must be done at the facility level, in each facility. In the library, click edit for the item > click update next to the edited field. For example, if you edited a description, click update next to Description. Allow the update to fully complete before moving to another update.

Description - Type text that appears on the task tile within POC or the task line item on the paper care record. The Description should be brief. Communicate specific instructions for care of residents through the Kardex, which is populated from the resident care plan.
Note

When typing the description, the predictive text shows tasks with a similar description and the associated focus, if one applies. You can do one of the following:
- Select a task that already exists and edit it.
- Type the same description to create a new instance of the task to associate with a different focus.
- Type a different description to create a new task.
Focus - Select if you want the task associated with a focus from the Care Plan Library. Select the Library > select the Focus Category > select the Focus description. If a resident has this task in their Tasks tab and this focus in their Care Plan, the task also appears in the Care Plan. If POC is enabled, a look back icon is available in the care plan to view documentation responses.
Lock Description - Select to prevent the description from being edited at the resident level.
Instructions - (POC only) Type informational prompts to flow to POC for care staff, if applicable. After clicking on the task tile within POC, the Instructions appear above the first follow up question. Instructions do not appear in reports or the Kardex.
Kardex Category - Select option to add the description of the item to the Kardex.
Position - Select option(s).
Auto Create Task - Select to automatically assign this task to every resident on admission.
Personalization Required - Select to require the end user to personalize this item when adding it to a resident's care plan.
Documentation Required - (Paper ADL documentation only) Select for the task or intervention to appear on the paper care record.
POC Documentation Required - (POC only) Select for the task to appear in POC. Three additional fields appear: Follow Up Questions, Quick Entry Group, and Icon.
Follow Up Questions - (POC only) Click add questions > select questions from the Follow Up Question Library or create a new follow up question > click Update. See Creating Follow Up Questions for additional information.
Quick Entry Group – (POC only) In a new task this appears as None. In an existing task, if the task is associated with a Quick Entry Group, the group name appears.
Icon - (POC only) Select option.
If Service Time Tracking (POC only) is used, complete the time tracking fields as appropriate:
- Planned Position to Perform Task – Select the expected role or position that performs the task on a regular basis.
- Planned Time to Perform Task – Select the estimated or planned time that it takes a caregiver to complete the task. The amount of time can be edited at the resident level to customize for specific residents.
- Track Actual Time to Complete Task – Select to require the caregiver to document in POC their time spent completing the task.
Unscheduled Task Hotlist? – (POC only) Select to include this task in the list of unscheduled tasks in POC. If a caregiver completes a task that is not in a resident’s Tasks tab, they can still document this unscheduled task if it is selected.

Note

Do not select Unscheduled Task Hotlist for a task that is set to autocreate, as it would be a scheduled task for every resident, and would not need to be available for selection using the Unscheduled Task button in POC. Similarly, for tasks that are not completed on a regular basis, you need to determine if they should be set as PRN, or selected for the Unscheduled Task Hotlist.
What will trigger this item? - In a new task or intervention, this area is blank. In an existing task or intervention, if MDS or assessment responses are configured to trigger this item, they appear here.
Where is documentation used? - (POC only) In a new task or intervention, this area is blank. In an existing task or intervention, if MDS or assessment responses are configured to show a lookback for this item, they appear here.
Simplified (POC) Frequency - (POC only) Select option.
Frequency - (Paper ADL documentation only) Select option.

After creating a new task, if it does not appear in POC, ensure that the task contains these items: Description, Position, Follow Up Question(s), and Frequency.

Skilled Nursing Facilities

ContentsContents

Creating Tasks

Note

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Procedure

Configuration Options

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Hints and Tips

Skilled Nursing Facilities

ContentsContents

Creating Tasks

Note

Note

Procedure

Configuration Options﻿

Note

Note

Hints and Tips

Configuration Options