RTasks: Residents Service Plans

The RTasks Resident option allows a user with ResiDex user role "2 - ResiDex Service Plans" to edit services for a resident.  With this role a user can:

  • View services
  • Add a new service
  • Discontinue a service
  • Modify a current service or services

Access the RTasks Residents Service Plans

  • Log into RTasks and select the Residents option (your option may be renamed Residents, Clients, or the preferred term used at your campus)

  1. Select which resident "list" you would like to view (Current residents, All residents, or Former residents)
  2. Select the Community you would like to view (optional)
  3. Search for a resident (optional)
  4. Click on a resident to view/edit information

Add Service Plan Information

  • Click on one of the resident pictures to open the Resident Profile

  • Select the Service Plan option

  1. Displays a list of current services 
  2. Schedule shows those services grouped together by time
  3. History shows all services, active and discontinued, for that resident
  4. Add a New Service button allows users to add and schedule an ongoing new service

Note: If a service is not "ongoing" you can add a one time service as an unscheduled service

Add a New Service:

  • Click the Add New Service (button 3 in the screen above)

  1. Select the service (available options are based on Desktop ResiDex Global Job (Service) List)
  2. The default number of minutes will populate
  3. To add a single service, click on 'service'; 
  4. To add a preset group of services or services set (as set up in desktop Residex) click "Set".
  5. Select the date the service or services should start on
  6. Optionally, you can select an end date (if an end date is known)
  7. Select specific or simplified times
  8. Enter the time the service needs to take place
  9. Select the provider
  10. Click on "Add New Time" to add an additional scheduled time
  11. Select the day(s) the service is to be performed
  12. Edit/Add details or instructions to inform caregivers of the expected details of the service
  13. If a resident is on a care package for billing - toggle the "include in package" option as needed
  14. Press Save to save the new service or Back to return to the Resident Profile without saving the service

Note: In the "Service will be provided" option if you select Weekly (Specific Days) you will have the option to select which days

Edit Service Plan Information:

Services can be edited individually or can be reassigned/rescheduled as a group.  To edit an individual service:

  • Open the Resident Service Plan screen
  • Click on one of the services

  1. Click Edit to update the minutes or task details of the service
  2. Select Reschedule to end the current schedule and restart on a different day, time and/or provider
  3. Select End Service to end the service on a specific date/time

Reschedule/Reassign a Group of Services

From the Resident Profile screen, click on Service Plan, and then on Schedule.  

Services are now grouped together by time.  To rechedule services that share a common time, click on the Reschedule button to the right of that service or group of services.

  1. View the  services which you are rescheduling/reassigning
  2. View the current schedule and provider
  3. Indicate whether you are selecting a specific or a simplified time
  4. Enter the new time and
  5. Enter the new Provider
  6. Save to complete the action

All services will be reassigned to the new time and provider.