How do I review Service Tasks for a Visit on web?

Charlotte Boatner-Doane - Forum Moderator
Charlotte Boatner-Doane - Forum Moderator
  • Updated

Service Tasks represent the activities (such as completing Interventions and tracking Goal progress) that a caregiver should complete before clocking out of a Visit.

To review Service Tasks for a scheduled Visit on the web app, click on the Visit in the Client or Employee's calendar (or another scheduling page in AlayaCare) and select More Details to open the Edit Visit dialogue box. 

more_details_care_plan_visit.png

Click the Service Tasks tab.

Service_Tasks_tab_scheduled_visit.png

Review the Interventions, Forms, and Goals assigned to the VisitInterventions and Goals will be organized by Type.  If you must complete an Intervention (or leave a comment) to clock out of a Visit, the Intervention will be marked with a *. 

service_tasks_before_clock_in.png

Once you clock in to a Visit, you can make changes to the Service Tasks tab, such as adding and completing Forms and Interventions and updating Goal progress. 

clocked_in_service_tasks.png

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