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Permission Required: N/A

Enter a Care Note and Goal Tracking

1. Log in to your personal profile in the mobile app
   1. You must have an active shift in process. The blue Continue to Clock Out button will be displayed at the top of the dashboard if you have an active shift.
   2. The Client Details tab will be displayed below the Continue to Clock Out button if Care Management is enabled for the client and appears on the Dashboard once the Clock In has been confirmed
      1. Select the Client Details tab to view information relating to goals, tasks, met and not met conditions, this information is read only
   3. The Care Notes field displays care notes from the current shift, not previous shifts
2. Click the plus (+) button to open the flyout menu, located at the bottom of the screen
   1. Optionally, Add Note or Add Attachment are available in the flyout menu, these options do not record or report under Care Management. Do not use these functions to add a Care Note. These options are also available on the Confirm Clock Out screen and are used to add a note or attachment to the client profile.
3. Click Goal Tracking (flag icon)to add a care note and open the goal tracking screen
   1. Goals can be tracked at any time throughout the shift, at the end of the shift before publishing care note or after the shift if not published at clock out
4. Click Goal
   1. A popup with a list of available goals will display. Select the Goal, a checkmark will display next to the goal selected.
   2. Click Ok
5. Click Task
   1. A popup with a list of available tasks will display. Select the Task, a checkmark will display next to the task selected.
   2. Click Ok
6. Click Result
   1. A popup with a list of available results will display. Select the Result, a checkmark will display next to the result selected.
   2. Click Ok
7. TheNotes for Results field is optional, add care note in this field
8. Questions may be listed based on the task selected
   1. To result the question, click the down arrow and a popup with a list of available answers will display
   2. Select the Answer, a checkmark will display next to the answer selected
   3. Click Ok
9. Optional, click Attachments to add directly to the care note
10. Click Save
11. Multiple goals may be tracked during a shift with a client in the mobile app only, repeat steps 2-10 to track another goal

Care Notes at Clock Out

1. Login to your personal profile
2. Follow the steps to clock out
3. On the clock out screen choose either
   1. Click Publish Care Notes and Clock Out
      1. Care Notes cannot be edited once published
   2. Click Clock Out without Publishing Care Notes
      1. Care Notes do not need to be published at clock out or to complete a punch, the system does track whether or not care notes are provided and published
4. Click Confirm
5. Complete the clock out process

View, Edit, and Publish Care Notes after Clock Out

1. Login to your personal profile
2. Select the main menu (also known as the hamburger menu, 3 lines) in the upper left hand corner
3. Select Care Management in the dropdown
4. The Care Management screen will open with 3 widgets
   1. Active Clients - Select an Active Client from the list to view client details, care plan and punch entries details
   2. Pending Care Notes - Select a Pending Care Note from the list to view the punch details, view client details including care plan, view and edit pending care notes and add goals, care notes, notes and attachments.
   3. Published Care Notes - Select a Published Care Notes from the list to view published care note
5. Select a Pending Care Note to edit and publish care note
   1. Edit existing care notes, select the goal listed in the the Care Notes widget
      1. Make edits on the Goal Tracking screen
      2. Click Save
      3. Click Delete to delete and remove the Goal and Care Note from the punch entry
   2. Add a Goal and Care Note by clicking the plus (+) button to open the flyout menu, located at the bottom of the screen.
      1. Click Goal Tracking (flag icon)to add a care note and open the goal tracking screen
      2. Fill out the Goal Tracking form wizard
      3. Click Save
6. Select the Publish button to publish Care Notes
   1. Care Notes cannot be edited once published

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