Tasks: Primary Drivers of the Care Plan

Tasks help you track and measure the activities associated with your patients or members. From the console, you can ask a caregiver to drive a patient or member to an appointment, remind yourself to follow up on a missed appointment, or send a pre-admission survey to complete.

Tasks are specific measurable actions toward the goals to mitigate the associated problem. So the person with arthritis whose goal is to keep or increase range of motion could have a task to attend physical therapy sessions. Tasks have fields that show priority, due date, status, and who the task is assigned to. When a task is accomplished, you update the percent complete in the associated goal.

You can create a task from several places.

• Save time and effort by creating tasks for specific people, groups of patients or members, or even yourself from the list. Select people from your list, create the task, and you’re done! It’s quick and easy to track things like wellness surveys or follow-up questionnaires that go to a group of people with common conditions. When you’re working with more than one care plan for a patient, these tasks appear in the primary care plan. You can also assign yourself a task related to a person so that you can track important milestones.
• Create tasks for someone or their caregiver from their care plan. These tasks are specific measurable actions toward the goals that mitigate the associated problem. For example, create a task to attend weekly physical therapy sessions for someone with arthritis whose goal is to keep or increase range of motion.
• When a care team member is part of the site, assign tasks to care team members using a link in their profile. These tasks are not directly tied to the problems and goals associated with the care plan.

All tasks have fields for basic information like due date, task type, who the task is assigned to, and who is responsible for performing the task. Tasks that are created from within the care plan also include fields to let you associate the task with a specific problem and goal.

When you create a task for a care team member, the task is always assigned to that member. When you create a task from the list, you have two choices for the performer of the task: yourself or the patient or member.

You can track tasks belonging to you and to any care team members from the care plan task list. Use filters to show all tasks related to the patient or member, tasks related to the goals and problems in the care plan, or unrelated tasks that aren’t specific to a goal or problem.

Patients or members see their tasks from within the site. Tasks you’ve assigned to yourself appear in your task list in the Salesforce Home tab, the Today page, and in the care plan.

Salesforce regularly archives tasks that meet certain age and status criteria. But you can still have full access to view and edit archived tasks that are related to a care plan. You can see and manage archived tasks on the patient or member's timeline, in their care plan, and on the Today page.

• Create Tasks Related to Your Patients or Members and Their Care
  Creating tasks for your patients or members, or their caregivers, is an easy way to track and manage activities related to a care plan.