Task Management

Task Management

RTasks Task Management System allows users to create and assign tasks to themselves or others, receive a reminder to perform that task, and then document completion.

Tasks are jobs assigned to specific staff person to complete. In contrast:

  • A Service is assigned to a Provider to do for a Resident
  • A Chore is assigned to a Provider to perform for the facility
  • A Task is assigned to a specific Staff Person and may be for linked to a Resident/Prospect, or not at all.

Examples of tasks are:

  • For Marketing staff, linked to a Prospect: "Send invitations to Open House"
  • For Maintenance staff: "Fix leaking faucet in Rm 312"
  • For Staff: "Provide facility tour to Smith Family on 12/14 at 2pm"

Tasks can be assigned a date and time, or simply a date of completion. In contrast to services and chores, assigned Tasks will remain on the "To Do" screen each day until it is marked complete.

Task Manager and ProsPex

Combining Residex's ProsPex module with Task Manager creates an efficient marketing tool for not only documenting prospective clients, but moving them along the pathway from prospect to active resident. 

Examples of tasks that might be assigned to your staff for a prospect include:

  • followup phone call after a tour
  • reminder to send an invitation to a facility event
  • periodic 'check-ins' to determine if needs have changed
  • plan and document steps of your pre-admission process