Sometimes known as Care Plans, Activities of Daily Living (ADLs), or simply as task logging, this core feature of Rosemark is centered around tracking what actions were completed during a shift. Every agency engages with care plans at a different level depending on the type of care and requirements associated with them. Some agencies might not use this feature at all while others might be required to by Long Term Care Insurance or Medicaid. Thankfully Care Plan configuration is a simple process that can be customized based on the agency needs. To configure or review your current Care Plan list begin by opening the File menu in the main Rosemark window. Select configuration and then choose the Skills/Tasks option.

The Skills/Tasks menu outlines the current tasks in your database. Rosemark loads a default selection of these into your database when it is created but categories and tasks can be edited, added, or removed by the agency at any time.

Categories and Subcategories

Rosemark uses folders to organize the task list. These folders are called categories or subcategories if they are within an existing folder. These folders are not visible to caregiving staff as they only serve to help office staff manage the global task list.

 

 

Tasks

Tasks are contained within a Category or Subcategory. Tasks can be added to an individual client's care plan once they have been added to the global configuration list and have the box checked indicating they are in use.

 

 

Skills

Skills are closely related to tasks but serve a different function. Any task that is unchecked becomes a skill. Skills can be used to match clients and caregivers. This feature can be useful but does require additional setup. You can learn more about skills and skills matching in the Product Features section or by reaching out to the Customer Success team for more information. 

 

 

Adding a new task

To add a new task to the global configuration menu. Select the category or subcategory the task should be sorted in and click the Add Skill button. The system will ask you to name the new task, once this is done click the Ok button.

By default new tasks are not enabled. To add the new task to a clients care plan you will need to check the box which enables visibility on care plans. At any point a task can be unchecked and it will no longer be an option available to add to a care plan. This will not remove the task from existing care plans, it only prevents it from being added to new ones.

At any point a task can be edited as needed. To change the name of the task simply select the task and then change the name at the bottom of the window. To save your changes click the apply button.  

Task Codes

If your agency uses the Telephony system we strongly recommend entering a task code. Task codes are unique numbers that can be used to enter task information via the Telephony system. If your agency only uses the mobile app task codes are not needed.