Chores & Tasks

Services vs Chores Vs Tasks

Services

Any service that you provide for a resident, from escorts, to med assists to any cares you may provide.

Chores

Chores are  duties that must be preformed on a regular schedule, but not provided for a specific resident. For instance, chores can typically include general housekeeping, cleaning, general safety checks, transport, and other tasks non-specific to an individual resident. Chores are assigned to a Provider, and can be marked done by anyone charting for the provider a Chore is assigned to.

Tasks

Tasks are similar to services and chores, but are assigned to an individual staff member instead of a provider; the task is for that individual alone to do. Tasks can be (but are not required to be) associated with a resident or a contact. Tasks are usually non-repeating duties that must be done, such as calling a resident’s family for some reason, billing issue follow ups, marketing follow ups, administrative duties etc.

How to  Assign a Chore

To assign a Chore, go to the Providers tab in ResiDex.

• Press the “Chores” button next to the provider that will be performing the Chore
• Select a type
• Enter a description, and an estimate of how long this chore will take to perform
• Schedule the Chore, and add a start date. You’re done!

How to Recap a Chore

• Go to the Today Screen, switch tot he Provider assigned to the Chore you wish to recap
• Click on the chore
• Select the number of minutes it actually took to perform the Chore (this can be optionally turned off in your ResiDex setup)
• Record any notes, if relevant
• Mark Done

How to Turn On the “New Task” Button

If you don’t have a “New Task” Button on your Home screen in ResiDex, you can turn it on by:

• Going to the Setup Tab, Selecting “Campus” from the menu on the left,
• Select “Campus Configuration” from the menu on the right
• In the Campus Configuration screen, select “Tasks” in the “Category” drop-down menu
• Change “ Home Screen - Show ‘New Task’ Button to YES; now go back to the Home tab and you will have a “New Task” button

How to Assign a New Task

• Press the New Task button on your Home Screen.
• Enter a name and details for the task
• Enter the date & time the task needs to be done by
• Enter the Type of Task
• Enter the Staff member responsible for completing the Task;
• Enter a resident or a contact relevant to the Task, if you wish.
• Mark the task “To Do” if it hasn't been done yet, or “Done” if you are recording a completed task

How to Recap a Task

A Task will only show up on the Today Screen if you are logged in as the person who the task is assigned to.

• Go to the Today Screen
• Click on the Task
• Record any notes, if relevant
• Mark Done

Tasks and Chores Video Tutorial