If you've sent a Service Plan for signature but the family is unable to sign, or if there are other issues preventing a signature, you can use Mark as Done so the Service Plan does not remain incomplete. This ensures the Service Plan is reflected correctly in compliance. You can use Mark as Done if the Service Plan was signed on paper and you plan to upload the signed document to the resident's chart. In these situations, Mark as Done should be used instead of Remove Task to ensure compliance is maintained.
Step 1:
Click on the "Mark as Done" link on a Service Plan that has been sent for signature:
Step 2:
Enter details about why you are marking as done without co-signature:
