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Scheduling a new routine

Schedule or change a resident's routine

Sarah Weinstock avatar
Written by Sarah Weinstock
Updated over 3 weeks ago

Here is an overview of care routines in the "Care" tab of the resident's chart.

Step 1:

Navigate to the "Care" tab of the resident's chart.

Step 2:

If the routine is synced with the Assessment, it will show as unsheduled in the care tab, but all the information will populate from the Service Plan for you to review and schedule. Select "Schedule" next to the routine you'd like to schedule


An unscheduled routine appears greyed out until it is scheduled like this-

Step 3:

Make any necessary changes to the instructions for this routine and select the required "Schedule" options. And click "Save."

Note: Changes made to the Instructions when scheduling a routine will open a new Resident Assessment task. The Resident Assessment will be updated with the change, and you can simply finalize the assessment.

After the routine is scheduled, a start date will appear in the routine, and you can edit the routine at any time by clicking "Edit."

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