Action schedules are configurable tasks that you can manually add to support your day-to-day work, ensuring that you don’t miss vital parts of your resident’s care. Actions can be a one-off or recurring, be associated with specific residents, assigned to an individual chart or form, or by assigned to specific roles.
Actions show on the home screen as part of the Actions & Alerts section, and will show in the red, amber or green boxes, depending on it’s current status.
Create a new action schedule
Where creating your action schedule, you have the option to associate it to a specific assessment form or chart, or create a custom action. You would often use custom actions for activities a resident may do at a specific time of day, such as brushing their teeth.
Click Actions, or click any one of the red, amber or green boxes.
Click Manage action schedules, then click Create a new action schedule.
On Action type, select the required radio button.
Enter a name for your action or select the assessment form or chart name.
In the Action notes field, enter any instructions or notes.
Select how often the action is to occur, then enter a date for the action scheduling to start.
Enter a time the action is due.
Enter a date for the action schedule to end.
To assign to specific roles, click Select roles, or select the All roles checkbox.
If your task is for certain residents, click Select resident then click Add next to the resident.
Click Save task schedule.
Edit an action schedule
You can change the details of an existing action schedule by following these steps.
Click Actions, or click any one of the red, amber or green boxes.
Click Manage actions schedules, the click on the action.
Adjust the required parameters, then click Save task schedule.
📌Note: You can remove or stop a reoccurring action schedule by editing the end date of the action schedule