The Quick Access Center
How to use the Quick Access Center at the top right of your screen to view and document daily tasks
FAQ: What is another quick and easy way for my staff to document their task from the dashboard?
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Access the Quick Access Center
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Locate the Quick Access Center in the top right corner of the screen.
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This area displays all tasks, appointments, and reminders scheduled for the current day.
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If the list is empty, it means no tasks have been created for the resident for today. You cannot use this feature to document tasks for previous days.
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View Task Details
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Click the arrow next to a task to see more options.
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Select View Details to review the task description and any required health monitor checks, such as vitals.
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Complete a Task
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After clicking the arrow, you can mark the task as done.
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If the task requires vitals or other information, change the status to Done, enter the required data, and click Complete Task.
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For tasks without required data, you can simply click Mark as Done and then Complete Task.
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Once completed, the task will turn green and be removed from your list.
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Clear Your Task List
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The goal is to complete all items on the list for the day.
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Continue moving through the list, marking each task as done until the Quick Access Center is empty.
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