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Using "Open Tasks" on the Compliance Dashboard to track document completion

How to see all open tasks for residents at your community

Naomi Gelfand avatar
Written by Naomi Gelfand
Updated over 3 months ago

Use the Open Tasks section of your Compliance Dashboard to make sure you never have incomplete documents for a resident. In the Compliance tab, you can see all open tasks in one place, follow up on open tasks, close any that aren't needed, and never be without a POLST or updated 602 for any resident.


​Step 1:

Select 'Compliance' on the navigation bar located at the left-hand side of your screen

Step 2:

Use the filters to narrow down the list to more pressing tasks ('To Do') or future tasks ('Upcoming') for Residents, Prospects, or both

Step 3:

Select a task to complete

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Or, use the 'Remove Tasks' button to remove unnecessary tasks

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