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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

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

2. Follow the steps to clock out

3. On the clock out screen click either:

1. Publish Care Notes and Clock Out

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

2. 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 tracks whether or not care notes are provided and published.

4. Click Confirm

5. Complete the clock out process

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Out 

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

2. 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:

         1. Publish Care Notes and Clock Out

            1. Please note: Published care notes cannot be edited

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

         2. 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 tracks whether or not care notes are provided and published.

3. Click Confirm

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