It's common for a care worker to have a set of tasks they are required to perform when seeing a service user. These tasks can be set up in the client's profile, allowing carers to log completions via the Carer Companion App.

We currently support two types of task:

When prompted to complete a task, the carer has the option of choosing a completion status; these are similar to the MAR codes you'll already be familiar with. This allows carers to log exceptions, such as refusals, family already completed, and shortage of stock.

You can add to and modify the list of completion statuses in Settings → Tasks. Completion statuses apply to both tasks & medication, you're currently not able to separate them.

In order for a task to be prompted by a carer during a visit, office administrators must record when the task should be completed. Tasks are not always linked to a specific visit and can instead be given a window of time, which reduces the risk of time sensitive tasks being mistakenly completed if a last minute change is made to a client's visit.

We offer three options for setting a task's recurrence:

Read more here.

Read more here.

Read more here.

To add a task for a client, open up their profile and open the tasks tab. Once you have tasks entered, this page will show a list that includes a summary for each task. Click the + button in the top-right hand corner to open the task creation form.

First, you will be asked to select the type of task (medication or task).

When choosing Medication, you'll also need to select which medication it is linked to. You'll first need to add the medication to the client's medication record. You'll be given the option to override the dosage and include any additional instructions.

If you've chosen Task, all you'll need to provide is a set of instructions for the carer.

Once you've added the instructions for the task, you'll need to enter how often it should happen.

Choose the type of recurrence (see above for more information). Depending on which you choose, a different set of options will be presented.

See here for more information.

See here for more information.

If a task should only appear in certain visits, it is possible to add a booking types filter. If used, the tasks will only appear in visits of the associated booking types. This option is only available for the scheduled and recurrence rule tasks.

See here for more information.

Choose the dates that the task will be active. A start date is required and it's recommended to leave it as the current date, unless you know what you are doing. Leave the Until date blank to run indefinitely, you can fill this in later when you need to deactivate the task.

Once you've created a task and carers have logged completions, you will only be able to change a handful of properties.

Only the task instructions, dosage information, finish (until) date, and private notes can be changed once completions have been recorded. The task dates are syncing with medication dates you will be able to un-sync them.

For Schedule tasks, only the start and finish times can be adjusted. You cannot change which dates the task occurs on, the start date, or booking type filters.

For Linked tasks, you will not be able to change the linked visit.

For Recurrence Rule tasks, only the start & finish times can be changed.

For more information on medical tasks, see - eMAR

For more information on exporting task sheets and MAR charts, see - eMAR

For more information, see Duplicating tasks

Sometimes it's important that tasks are performed in a specific order. Drag & drop tasks on the client's Tasks to change the order in which they appear on the carer's phone.

Please note that not all of the tasks on the client's Tasks screen may be visible in their app, due to the task start & finish times. You may wish to first order your tasks by their start time, and then by their priority.

Tasks should appear within the app for carers to complete during their visits. See here for more information on reconciling tasks within the management portal.