Carer: complete tasks and notes

Each visit lists the tasks from the person's care plan. Every task is either done or explained.

Live Every agency has this today.

Steps

  1. Open Tasks on the visit

    Tap Tasks, or View all tasks.

  2. Complete each task

    Tap Complete when it is done.

  3. Skip with a reason

    If a task was not done, tap Skip and choose a reason, such as Client refused, Client asleep, Client not home or Not needed today, or write your own.

  4. Record observations

    If a task asks for a reading, tap Record observation and enter it.

  5. Write your care note

    Tap Add Note, choose the note type (General, Observation or Alert), write the note and tap Save Note.

Screenshot coming soon

Good to know

  • Use an Alert note for something the office needs to know about. For anything worrying, raise a concern instead. See Carer: report an incident or raise a concern.
  • No signal? Tasks and notes are kept on your phone and sent when signal returns.

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