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1. Log in with the appropriate profile
2. Click Care Management on the main menu
3. Click Plan of Care on the submenu
4. Enter the client name into the search filter and click Search
5. Click anywhere on the client’s Plan of Care in the results table to open the Plan of Care Details page
6. Select the Goals tab on the Plan of Care details page
   1. The goal(s) for the client will be listed
   2. Optionally search for a specific goal or scroll down to view all goals for the client
7. Click anywhere on the goal row in the results table to open the Goal Details page
8. Click Actions 
9. Click Add Task from the drop-down menu
10. Complete the Add New Task form wizard
    1. Task Details tab:
       1. Task Name - Tasks are a component of the overall goal
       2. Summary - Enter the actions the caregiver must take for the task
       3. Met Condition - Enter the condition(s) acceptable for the task to be marked as Met
       4. Not Met Condition - Enter the condition(s) in which the caregiver should mark Not Met
       5. Additional information - Required field to ensure the task can be marked as met or not met
       6. Required - Click Yes or No
          1. If Yes, the task must be resulted before a care note can be published.
             1. Please Note: Employees using the mobile app cannot clock out until the task is resulted if the Require Care Note setting is set to Yes on the service code.
          2. If No, the task is not required for the care note to be published.
       7. Target Outcome - The target percentage of met outcomes of completed tasks
       8. Effective date - The date the task starts. Can be any date within the goal dates. The task will be visible to the caregiver.
       9. End date - After this date, the caregiver will no longer see the task.
       10. Status - Select Active or Inactive from the drop-down 
       11. Click Next
    2. Tracking Option tab:
       1. Allow Refusal - Select Yes to allow the caregiver to select that the client refused to participate
          1. If yes is selected, it will count towards the target outcome goal.
          2. If no is selected, it does not count towards the target outcome goal.
       2. Allow Barrier - Select Yes to allow the caregiver to select Barrier as a task outcome
          1. Examples of barriers might include Client was sleeping, client was having a medical issue, etc.
       3. Click Next
    3. Additional Questions tab:
       1. Additional Questions are questions the employee will document with their care note and can be either Canned or Custom question types
       2. Question type - Click Canned or Custom
          1. Canned – This question type applies to more than one client. To add canned task questions, see the step-by-step instructions below for Create a Canned Task Question.
             1. Select Question - Click the Select Question drop-down and make a selection
             2. Required - Click Yes or No
             3. Status - Select Active or Inactive from the drop-down
             4. Click the plus sign (+) button to add a canned question
             5. Repeat as necessary
             6. Click Save
          2. Custom – This question type is specific to a client and the documented task
             1. Question - Enter Question text
             2. Required - Click Yes or No
             3. Click Next
             4. Answer - Enter the answer text and click the plus sign (+) button
             5. Repeat to add up to seven additional answer criteria
             6. Click Save to return to the Additional Question screen
          3. Repeat either the Canned or Custom process to add additional questions as needed
    4. Click Save and Yes to confirm

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