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- Log in to personal profile
- Overdue care notes are visible on the dashboard in the Overdue Care Notes Widget
- Click Care Management on themain menu
- Click Care Notes on the submenu
- Click Plan of Care on the submenu to view the client's details and plan of care details
- Click Client Summary on the submenu to view clients with care management enabled
- Search for a care note by using the filters and clicking Search
- Change the Status filter to Select Status to view all Care Notes including published and pending
- Select theCare Note to edit or view by clicking anywhere in the row
- The Add Care Notes page will display
- View tasks completed within goal tracking during shift in the Plan of Care widget
- View notes and attachments by selecting a tab
- Click Add Results next to the task to view and edit in the Add Task Result form wizard
- Review the task details and click Next
- Complete the Task Result tab
- Click the Result dropdown and select Met or Not Met
- Answer the question if listed in the Answer field
- Questions are not attached to each task result
- Notes and Attachments are optional
- Click Save and Yes to confirm
- Complete steps 7-9 for each task listed in the Plan of Care widget
- Click Actions
- Select Publish from the drop-down menu to publish the Care Note
- Care Notes cannot be edited once published
- Click Yes in the confirmation alert window