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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 OutOut 

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

2. Follow the steps to clock out

4. 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.

   1. 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."

      1. Click Confirm to acknowledge. The app redirects the user to the goal tracking screen for completion.

      2. Select a goal, task, and result.

      3. Click the blue Save button. This action must be repeated for each required goal and task.

      4. The app then directs the user to the EVV clock out screen or the final clock out screen (if EVV is not being collected)

      5. Select an EVV Location if applicable

      6. Add optional notes and/or attachments for the punch

      7. Select canned statement(s)/task(s) if applicable

      8. Click the blue Publish Care Notes and Clock Out button

         1. Please note: Published care notes cannot be edited

   2. 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).

      1. Select an EVV Location if applicable

      2. Add optional notes and/or attachments for the punch

      3. Select canned statement(s)/task(s) if applicable

      4. The app displays one or both blue buttons listed below. Select one

   On the clock out screen click either

   1. 1. :

         1. Publish Care Notes and Clock Out

            1. Please note:

       Care Notes

      2. 1. 1.  Published care notes cannot be edited

      once published

      3. 1. 2. If the require care notes setting is enabled for your organization, this will be the only option available.

         2. Clock Out without

      Publishing

      1. 1. publishing Care Notes

            1. Care Notes do not need to be published at clock out

       or

      2. 1. 1.  or to complete a punch. The system tracks

       whether

      3. 1. 1.  whether or

      not 

      4. 1. 1. not c

      are 

      5. 1. 1. are notes are provided and published.

5. Click ConfirmComplete the clock out process

View, Edit, and Publish Care Notes after Clock Out

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 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. Click the Publish button to publish the care note

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

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