Page Comparison

Accessing Notifications

Once logged in, navigate to the Notifications tile.

Creating and Assigning Tasks

To create a Task, select Create Task at the top of page.

Image Modified

From the Create In drop downmenu, select the area of the platform that the task is related to.

Image Modified

Enter other applicable information, such as, a client the task is associated with or a due date to complete the task.

To assign a task to another staff member, search for the applicable staff member in the Assignees field.

Image Modified

Select Create Task once completed.

•  Tasks cannot be assigned to parents/caregivers

Reviewing, Editing, and Completing Tasks and Notifications

Any notifications and/or tasks will populate here.

Image Modified

To receive notifications regarding other staff, list your name as the supervisor under that staff’s profile.

Image Modified

To Edit a task, select the Edit icon in the actions column of that task.

To Complete a task, hover over the check box in the actions column and select the box to mark the task as completed.

Image Modified

• Automatic tasks and notifications will populate in the following scenarios:

  • Appointments are added to your calendar

  • Appointments that require your verification

• Automatic notifications regarding other staff will also populate if listed as the supervisor under that staff’s profile.

• The autocreation of certain Tasks and Notifications is an automatic functionality and cannot be turned off.