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Changing a scheduled routine

Making changes to an existing routine

Kiley Westerberg avatar
Written by Kiley Westerberg
Updated over 9 months ago

Changing a Scheduled Routine

There are two ways to update or edit a scheduled Routine - the first, changing the instructions or day/time from within the Routine page

Step 1:

From the Care tab, click on the scheduled routine you would like to change

Step 2:

To update Care Instructions for the routine, select "edit" next to the category you'd like to change


Step 3:
Select any changes as needed in the care instructions, and/or the Routine's scheduled days of the week and time

NOTE: Any changes made to Care instructions in the routines tab, will create a new Resident Assessment Task

Step 4:

Press "Save"

The second way to change a routine is by updating the Resident Assessment

Step 1:

Go to "Documents" and select "Resident Assessment" under "New Document"

Step 2:

Make any changes to the current Resident Assessment selections, for example, increasing toileting needs

You can either select "Finish Later" or "Finalize" the assessment on the last page. Either way, the updates made to the Resident Assessment will populate in the Routines section of the Care tab.

Step 3:

Return to the “Care” tab, and review routine instruction changes to your scheduled routines

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