Knowledge Base
Care
Features Overview
- Care: Home Screen
- Care: Programs and Phases
- Care: Profiles Overview
- DocuSign: Feature Overview in Care
- Bulk Edit
- Care Overview
- Labs: Health Gorilla
- Home Screen
- Reports and Exports
- Communication Center: Telehealth / Video Calling
- Communication Center: SMS
- Communication Center: Calls
- Communication Center: Chat
- Documents
- Communication Center: Email Functionality
- Care Plans: Goal Tracking
- Forms and Assessments
- Care Teams
- Care Management Platform: Welkin Health Overview
- Charts and Graphs
- Communication Center
- Encounters
- Patient Profile
- Calendar
- Task Management
- User Profile
- Patient Profile
How To
- Care: My Patients and Bulk Edits/Actions
- Logging in
- Encounters: Draft Mode and Finalizing Notes & Assessments
- Reset Your Password: Jira Service Management (JSM)
- Manage Unrecognized Communication
- Contact Patient
- Update: Program or Phase
- Encounters: Create, Modify, complete
- Calendar: Setting Up Working Hours
- Create Events
- Create Tasks
- Upload Documents
- Creating Forms and Assessments
- Patient Profile: Editing Patient Information
- Patient Creation and Search Functionality
Troubleshooting/FAQs
Create Tasks
Tasks are created automatically based on trigger events built by your program administrator but you can also create ad hoc tasks by clicking on “create task”.
Custom Tasks
- Custom Tasks can be created by clicking on “Create Task”
- From here, create a task, assign it, and set a priority. You can also associate a task with a patient and assign a due date. Click “create” to finalize.
- If you create a task for another user, you’re automatically set as a watcher for that task so you and that user will receive notifications on that task. If you’d like to add watchers or reassign the task, click into the task to make changes. From this screen you can progress a task, make a comment to others assigned to the task, or complete the task.
Automated Tasks
The Task templates are tied to existing automation that will auto-generate the task based off specific Assessment responses