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1. Log in with the employee (base user) profile in the mobile app

2. Select the main menu icon (three horizontal lines) in the upper-left corner

3. Select Care Management from the submenu

4. The Care Management screen will open displaying three widgets:

   1. Active Clients - Select an Active Client from the list to view client details, plan of care, 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 the plan of care, view and edit pending care notes, and add goals, care notes, notes, and attachments.

   3. Published Care Notes - Select a Published Care Note from the list to view the punch and client details, care notes, notes, and attachments.

5. Select a Pending Care Note to edit and publish

   1. To edit existing unpublished care notes, select the goal listed in the Care Notes widget.

      1. Complete necessary edits on the Goal Tracking screen

      2. Click Save

      3. OR click Delete to delete the care note and remove the goal and care note from the punch entry

   2. Add a goal and care note by clicking Action, located in the upper-right corner of the screen.

      1. Click Goal

   Tracking 

   3. 1. Tracking to add a care note and open the goal tracking screen

      2. Select the goal, task, and result.

      3. Optionally, add notes in the Add Notes for Result field.

      4. Result (answer) questions that may be listed and associated with the task. Click the down arrow under the question to display a popup with a list of available answers.

      5. Optionally, click Attachments to add a picture directly to the care note.

      6. Click Save

6. To edit existing unpublished care notes, select the goal listed in the Care Notes widget.

Add a goal and care note by clicking Action, located in the upper-right corner of the screen.

8. Click the Publish button to publish the care note

   1. Please note: Care Notes cannot be edited once published

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