Duty List Setup

You can use the Duty List Setup page to manage Plan of Care (POC) Duties.

Create a New Duty List

To create a new Duty List, click on the New button to open the Duty List Configuration page. Enter a Configuration Name in the field and select Active in the Status field. Click Save.

The Duty List Configuration page displays the Configuration Name field for a new Duty List.

New Duty List

 

After saving, the Office(s) field displays under the Status field. Click the Edit Icon to assign Offices to the newly created Duty List (as shown below).

 

At the right of the image, the Office field displays an indication of no offices, None, with an Edit Icon neighboring the text.

Assign Offices

Existing Duty List

To access an existing Duty List, click Search to locate the applicable Duty List, and click on the Duty List Setup Name from the Search Results.

 

When selected, the Duty List Configuration page opens. Click Add to add a new Duty or click on the Edit icon to update an existing Duty.

The Add Button and Edit Icons display in the List of Duties section for adding and editing duty codes.

Duty List Setup

 

The Add Duty window opens, as shown in the following image. Complete the required fields, described in the table following the image.

 

The Add Duty window contains fields for duty definitions such as code, category, and name.

Add Duty

 

Field

Description
*Duty Code

Enter a 3-digit code that the Caregiver uses to register duty.

*Duty Name

Enter the name of the duty.

*Duty Category

  

Select the duty category.

Status

Select Active or Inactive.