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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?

  1. Access the Quick Access Center

    • Locate the Quick Access Center in the top right corner of the screen.

    • This area displays all tasks, appointments, and reminders scheduled for the current day.

    • 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.

  2. View Task Details

    • Click the arrow next to a task to see more options.

    • Select View Details to review the task description and any required health monitor checks, such as vitals.

  3. Complete a Task

    • After clicking the arrow, you can mark the task as done.

    • If the task requires vitals or other information, change the status to Done, enter the required data, and click Complete Task.

    • For tasks without required data, you can simply click Mark as Done and then Complete Task.

    • Once completed, the task will turn green and be removed from your list.

  4. Clear Your Task List

    • The goal is to complete all items on the list for the day.

    • Continue moving through the list, marking each task as done until the Quick Access Center is empty.


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