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Log in with the employee (base user) profile in the mobile app
Follow the steps to clock out
Click the blue Continue to Clock Out button. The system performs a check to see if there are any required tasks that have not yet been resulted and checks the Require Care Notes setting on the service code. (The require care notes setting is determined by service code per organization.
If there are tasks that have not yet been resulted and the Require Care Notes setting on the service code is Yes, a pop-up alert states "Care notes are required for this punch. Please enter results to continue clocking out."
Click Confirm to acknowledge. The app redirects the user to the goal tracking screen for completion.
Select a goal, task, and result.
Click the blue Save button. This action must be repeated for each required goal and task.
The app then directs the user to the EVV clock out screen or the final clock out screen (if EVV is not being collected)
Select an EVV Location if applicable
Add optional notes and/or attachments for the punch
Select canned statement(s)/task(s) if applicable
Click the blue Publish Care Notes and Clock Out button
Please note: Published care notes cannot be edited
If there are no tasks that need to be resulted, or there are no required tasks, the app directs the user to the EVV clock out screen or the final clock out screen (if EVV is not being collected).
Select an EVV Location if applicable
Add optional notes and/or attachments for the punch
Select canned statement(s)/task(s) if applicable
The app displays one or both blue buttons listed below. Select one
:
Publish Care Notes and Clock Out
Please note:
Care Notes Published care notes cannot be edited
once publishedIf the require care notes setting is enabled for your organization, this will be the only option available.
Clock Out without
publishing Care Notes
Care Notes do not need to be published at clock out
or or to complete a punch. The system tracks
whether whether or
not not c
are are notes are provided and published.
Click ConfirmComplete the clock out process
View, Edit, and Publish Care Notes after Clock Out
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