Exploring the Task Module
The Task Module allows you to schedule, view, and keep track of tasks related to the selected Care Recipient. The Task module helps The Care Team chart and keep a record of important tasks related to the Care Recipient such as their vitals, activity, mood and behavior, daily living, and general well-being. VerifyCare allows users to create custom tasks so documentation needs can be individualized for each Care Recipient.
How to access the Task ModuleTo access the Task Module, tap the Tasks icon on the main navigation bar. This will take you to the Tasks screen.
- To view tasks on a different date, use the arrow on the left to view the previous day and use the arrow on the right to view the following day.
- To jump to a different day, tap the date bar. A pop-up will appear with a calendar display.
- Tap the word “previous” to view the previous month or tap the word “next” to view the following month
- Tap the year at the top of the pop-up to view an alternate year, select the desired year from the scrollable list, and tap “ok”
- Tap “ok” at the bottom of the pop-up box once you have selected your desired date
- Tap the white “T” on the date bar to jump back to the current date at any time
At the top of the task screen, the orange date bar will display the current date.
Selecting the Schedule tab will display all of the scheduled tasks due on the selected day for the selected Care Recipient. In the scheduled section, the wheel displays the percentage of tasks that have been completed, skipped, or are incomplete. Completed tasks are represented in blue, skipped tasks are represented in orange, and incomplete tasks are represented in gray. Below the header you will find all of the assigned tasks displayed in chronological order of when the tasks are due. The tasks set to a “Flex” time will be displayed at the top, and the hour increment for the current time will default as expanded as these are the items “Due Now.” The right side of each row indicates how many records are left outstanding for that time period, how many records are overdue during that time period, or indicates if all tasks due during that time period have been completed. Overdue Tasks are also indicated with an alert symbol on the Care Recipient’s icon as well as the Tasks icon on the main navigation bar.
Selecting the As Needed tab will display all task categories, and allows you chart any task “as needed” or as single entry. This area allows you to capture extra events as they occur but are not necessarily scheduled.
- Tap the pencil icon in the bottom right-hand corner
- Select the category of the task
- Select the type of task by tapping the chevron icon
You may utilize the “Other” section to create fully customizable tasks. In the task setup screen, the top blue bar, will display the task icon, the title of the task, and the unit of measurement used for the task. - Select the date to begin the task in the Start Date field
- If the task has a specific end date, select the desired date in the End Date field or utilize the ongoing option if there is no set end to the task
- Select if the task needs to be performed or completed hourly, daily, weekly, monthly, or annually in the frequency field
Other fields will appear in the Frequency parameter based on your selection to further identify the frequency and time the task should be performed. Setting the timeframe to “Flex” means the task is not assigned to a specific time slot and can be performed at any time on the assigned date. - Enter in any comments, instructions, or helpful suggestions to complete the task in the comments box
The Outliers section is an optional setting used to designate if there are any parameters you are trying to stay within. Outliers less than, equal to or greater than can be set, so the desired acceptable range can be monitored.
If an outlier value is charted for that task, VerifyCare will detect this and notify the user charting the entry that the value charted was outside of the expected range. The App will also automatically send an alert to the care team via VerifyCare inbox. In the Outlier Recommendations field, enter in any notes or recommendations regarding the outlier, such as what to do in the event a critical outlier is charted. These instructions will appear to the user charting the outlier value so they are aware of what they should do in this event right away. - Tap “Save” in the upper right-hand corner to save the task
- Tap the pencil icon in the bottom right-hand corner
- Tap the chevron icon to open the “Other” category and turn on the toggle next to “Other”
- Select an “Image” for your task
If no image matches your desired task setup you can chose the generic image which will display three dots as a default image. - Enter the title of the task in the Task Name field
- Select the data type you would like to track when this task is charted on
All tasks in the “Other” and “Daily Living” categories allow the user to define what type of data will be charted on for the specific task. You can choose from any of the data types from the list such as complete/incomplete, Time, or Percentage. You can even create your own custom list to give a multiple choice option when charting on the task.
The multiple choice options can be set up to only allow one selection from the list or allow for multiple selections. To create a custom list, choose the desired selection from the Data Type list. - Enter a “tag” if desired
- Tap the drop down in the “Create New” field to use a previously created list, or keep the setting at “Create New” to create a new list
- Tap the pencil icon to create or edit the selected list
- Enter a name for your list in the “List Name” field
- Add the items to the list by typing in each element then clicking the plus icon to add it to the list
Once the elements have been added to the list, you can change the order of their display by tapping an item, then hold and drag it to the desired location. You can uncheck an element in the Active/Remove column if you temporarily do not want it to show as an option in the list when being charted on, or you can delete a list element all together by tapping on the delete icon. - Tap “Save” in the upper right-hand corner to ensure your changes are saved
- Fill in the rest of the fields for the task setup as seen previously
- Tap “Save” in the upper right-hand corner to save the task
Care Recipients can have as many custom tasks in the “Other” category as desired.
In addition to being able to assign a default task type such as Blood Pressure or Fluid Intake, Verify Care allows custom tasks to be created. This gives users ultimate flexibility in tracking anything they would like that is relevant to the selected Care Recipient’s care.
- Tap the pencil icon to display the task categories
- Locate the task you would like to edit
- Tap the chevron icon to open the task
When editing a task, it will automatically set the “start date” to today’s date in order to ensure the task parameters will only change future entries. Past entries for the task will not be changed. The start date in which you want the edits to take effect can be updated as needed. - Tap “Save” in the upper right-hand corner
- Tap the pencil icon to display the task categories
- Locate the desired task and tap the chevron icon to open the task parameters
- Tap the information icon in top blue bar to view the tasks history
This area allows you to view when the task was initially created, by which care team member, and the original parameters assigned. Any changes made to the task will be indicated with an eyeball icon and separated with a line. You can view the summary of the changes, or tap the eyeball icon to get a full display of the task assignment at that given time. - Tap the eyeball icon to get a full display of the task assignment
- Tap the “Back” button to be taken back to the task screen
- Tap the pencil icon to display the task categories
- Locate the desired task
- Turn the toggle off to mark as inactive
Preset tasks cannot be deleted. This is so there is a record kept of the last used parameters for this task if it is ever needed to be reactivated. A task can be reactivated with new parameters at any given time by turning the toggle back on. All data previously charted under the previous parameters will remain available for viewing purposes. Completed task charting can be seen on the home screen, as well as the Task, Analyze, and Summary Report Modules.
- Tap the pencil icon to display the task categories
- Locate the custom task you would like to delete under “Other”
- Tap the chevron icon to open the custom task parameters
- Scroll to the bottom of the custom task parameters and tap the “delete” button
- Tap “Yes” in the pop-up to delete the custom task or tap “No” to keep it
Please note, deleting a custom task will remove it from the task list for future assignments, but any entries previously documented on this task will remain.
- Locate the task in the desired timeframe and tap the chevron icon to open the task entry box
- Chart your data by entering in the required information and add any helpful notes to the entry or leave this field blank
- Tap “Save” to ensure the data is successfully charted
A blue check mark will appear on the right side of the of the task to indicate it has been completed.
Users who are “Checked In” for the Care Recipient will receive push notification alerts if a task is due and they are not currently logged into the app. If already in the app, they will receive a notification reminding them the Care Recipient has a task due at this time. Users can complete the charting for tasks directly from the push notification by tapping the push notification link, or by going directly to the Task Module.
- Tap the “As Needed” Header
- Open the desired category and tap the chevron icon to open the desired task
- Record the entry as desired
- Tap “Save” to ensure the data is successfully saved
The recorded entry will display and another open spot to record additional data as needed. A user can chart as many times under the As Needed task section as desired.
Extra charting can be completed at any time by utilizing the “As Needed” tab of the task screen. There may be times when a user would like to record documentation on a task even if it isn’t scheduled to be done. For example, they may want to record an entry that a Care Recipient fell or they took an extra blood sugar test during the day and want to record the result.
- Locate the task entry you would like to edit and tap the chevron icon to view the entry details
- Tap the pencil icon on the right-hand side of the entry details to edit the entry
- Make your changes as needed
- Tap “Save” to ensure your changes are saved
The entry details will update to show which team member last recorded data for the selected task and at what time.
- Locate the task you would like to skip
- Tap the chevron icon to open the entry
- Tap the orange “Skip” button to save the entry as a skipped task
A box will then appear giving the option to add additional notes or to reschedule the task to be completed at another time.
A task may not be performed on a given day for various reasons, which can be charted as a Skipped task.
- Tap the blue plus icon
- Enter in any notes in the Reason for Skipping field or leave this field blank
- Check the box to the left of the date field
sand select the desired date and time to reschedule the task - Tap “Save” to ensure your changes are saved
- Locate the entry you would like to delete
- Tap the chevron icon to open the entry
- Tap the orange pencil icon to open the editing screen
- Tap the “Delete” button.
- Tap “Yes” in the pop-up box to confirm or “No” to keep the entry
- Tap the pencil icon to display the task categories
- In the upper right-hand corner tap the report icon
This will generate a PDF of all active tasks, the frequency they occur, and what time of day they are due for the selected Care Recipient. - Tap the export icon in the upper right-hand corner
Depending on your device, you will have various options on how to export or send your documents.