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

   1. Click the Client Details button, then the Plan of Care button to view read-only information relating to goals, tasks, and met and not met conditions.

1. An active shift must be in progress (blue Continue to Clock Out button will be displayed at the top of the dashboard)

2. The Client Details button will be displayed below the Continue to Clock Out button if Care Management is enabled for the client. It appears on the dashboard when the Clock In has been confirmed.

Click the Client Details button, then the Plan of Care button to view read-only information relating to goals, tasks, and met and not met conditions

3. .

4. The Care Notes field displays care notes from the current shift only

2. Click Action, located in the upper-right corner of the screen

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

   1. Goals can be tracked at any time throughout the shift, at the end of the shift before publishing care note or after the shift if not published at clock out

   2. Please note: Add Note or Add Attachment are additional available options after clicking Action. These options do not record or report under Care Management. Do not use these functions to add a Care Note. These options are also available on the Confirm Clock Out screen and are used to add a note or attachment to the client profile.

4. Click Goal

   1. A popup with a list of the available goals will display. Select the Goal. A checkmark will display next to the selected goal.

   2. Click Ok

5. Click Task

   1. A popup with a list of the available tasks will display. Select the Task. A checkmark will display next to the selected task.

   2. Click Ok

6. Click Result

   1. A popup with a list of the available results will display. Select the Result. A checkmark will display next to the selected result.

   2. Click Ok

7. The Add Notes for Result field is optional

8. Questions may be listed based on the task selected

   1. To result (answer) the question, click the down arrow under the question to display a popup with a list of available answers

   2. Select the Answer. A checkmark will display next to the selected answer.

   3. Click Ok

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

10. Click the Save button

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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. 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. Publish Care Notes and Clock Out

Clock Out without Publishing Care Notes

6. Click Confirm

7. Complete the clock out process

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