Generating tasks based on measure classifications

You can automatically add tasks to an individual's plan based on their assessment results. If their results match a specified measure classification, the task is added to the plan.

About this task

You can assign the tasks to a care team role or care team member to complete. If you do not assign the task to a care team role, the task is created for the care team member who completes the assessment with the client.

Procedure

  1. Sign in with your administrator credentials.
    Your home page opens.
  2. Click Assessments.
    The list of assessments is displayed.
  3. Click an assessment.
    The assessment opens.
  4. Click Tasks > Measure Tasks.
    The tasks for the assessment measure are displayed.
  5. Choose the appropriate option:
    • Add a task to an assessment.
      1. Click Add Task.
        • For single-measure assessments, search for the name of the task, and select a task name in the Results list.
        • For multiple-measure assessments.
          1. Select a measure, and click Next.
          2. Search for the name of the task, and select a task name in the Results list.
      2. From the Tasks Status list, set the task to be created as Open or Closed. By default, tasks are created as open. You might record tasks that were completed while a client was progressing through the assessment as closed.
      3. From the list of available care team roles, select a role to assign the task to. Only care team roles that are currently assigned to users are available to choose.

        Tasks are added to the unassigned list for users with that care team role who can accept and complete the task. If you do not select a role, the task is assigned to the user who completed the assessment.

      4. Select the classifications that trigger task creation, and click Save.
    • Remove a task by clicking Remove in the Actions menu of a task row.