Skilled Nursing Facilities

Creating a Custom POC Custom Task

Custom Tasks can be created in a resident's tasks 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. Facility > Clinical > Resident > Tasks tab.

  2. Click New Custom Tasks. The New Custom Task window appears.

  3. Correct Date Initiated, if necessary.

  4. If applicable, you can search for an appropriate focus statement that relates to the resident's care plan by clicking the lookup.gif next to the Focus field.

  5. Click in the Description field, and type the required description of the task.

  6. Add a Kardex Category if you need to.

  7. Select a Care Record Type if you want the custom task to appear on the POC Documentation Survey Report.

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

  9. Select a Frequency by clicking lookup.gif and selecting the appropriate schedule for the task.

  10.  Select task will appear on the documentation record. A new line appears.

  11. Click Add Questions link next to Follow Up Questions. A new window appears to select a follow up question. Typically, for Custom Tasks, use the "Task Completed?" question. 

    Note

    You cannot build custom questions in this window.

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

  • 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.