Today Screen E-Charting

E-Charting Overview

Electronic charting of scheduled Services, Chores and Tasks is easy in RTasks!

RTasks - Helpful Tips

Have you ever been charting and wondered where something has gone?  When charting "live" online, data can quickly and easily be charted by any staff.  

If you saw a service but can no longer find it, here are some helpful suggestions to "track it down".

Disconnected Charting

What is Disconnected Charting?

The availability and reliability of Wi-Fi may be limited, especially in large buildings. Even facilities who have Wi-Fi may find it unreliable when in certain areas of the building.

Disconnected Charting provides an affordable option to allow everyone to enjoy the benefits of electronic charting!  Disconnected charting can also serve as a tool in the Emergency Plan for the facility.

Disconnected Charting allows users  to log into RTasks while connected to the internet via a known internet source (e.g. wifi or hotspot) and download their assignments for the day to their tablet or device.  They can then go 'offline' (disconnect from the internet) and continue with their electronic documentation while working 'offline'.  At intervals throughout the day, users can return to an area with known wifi reception, reconnect and 'upload' data to save what was charted while in 'offline' mode and to share that data with other users. While charting 'offline', users can document:

  • Scheduled & Unscheduled services & tasks
  • Resident notes
  • Scheduled & Unscheduled (PRN) medication administrations
  • Chart an unscheduled activity 
  • Send a message to other staff (will send once reconnected)
  • Track supplies, and more.
Recommendations and Notes
  • Recommended Web Browsers for using Disconnected Charting are Google Chrome & Mozilla Firefox web browsers
  • Disconnected Charting is presently not supported on Internet Explorer.
  • If your mobile device can connect to cellular networks and it does not NOT have a data plan, then the device should be put in Airplane Mode, with Wi-Fi enabled. 

Care Plan Review

The Care Plan or Master Care Plan report in RTasks can provide a comprehensive view of the plan of care for a resident, based upon items selected in the nursing assessment. Each facility can setup the Master Care Plan to meet their own needs and requirements.  Each time a clinical assessment is marked complete, the Master Care Plan will be generated and can electronically be sent to staff in RTasks, prompting them to review and "electronically acknowledge"  the care plan.

Care Plan Reviews can be configured to be sent out based on communities within your campus. Please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it. if you want to limit what care plans your staff receive for review.

NOTE: The "Review Care Plan"/ Latest Care Plan visible is populated each time an assessment is MARKED COMPLETE.  Updated information is NOT pushed out or visible when changes are made using "Review assessment details".

Claim Services

Charting in RTasks allows for flexibility when scheduling services.  Some facilities use multiple providers,  in which each provider on a given day and shift has their own assignment:

  • Day HHA 1
  • Day HHA 2
  • Day HHA 3
  • Eve HHA 1
  • Eve HHA 2
  • Overnight

Alternatively, some facilities schedule to a single provider per shift and allow the caregivers to coordinate between themselves who will do each resident's service(s). For example:

  • Day HHA
  • Eve HHA
  • Overnight HHA

For providers using this latter method, ResiDex offer a means by which providers at the beginning of a shift can "claim" services by resident that they will be responsible for.  By claiming resident services, it will bring all those claimed services to the top of that employee's To Do list, and it will also flag the items so the other caregivers can see the plan. 

Scheduled Activities

If you are licensed to use ActiviDex and RTasks, you may document participation at scheduled activities and record notes about each event. Before documenting activities in RTasks, you must do the Activity Setup in Desktop ResiDex.

Charting Completion Tips

Charting completion is everyone's goal.  While RTasks makes it as simple as making sure that each provider's "To do" list is empty and their "Done" list is full at the end of the shift, we have several other tips to keep charting complete!

Charting Restrictions and Editing

RTasks E-Charting records the date and time services are scheduled, as well well as the date and time they are charted (when a staff member marks the task as complete). As charting is a time sensitive issue, RTasks has settings to ensure charting is completed in a timely manner. These settings can prevent staff from completing charting on the wrong day and encourage them to chart in "real time" as they perform the service.

Other restrictions, such as the ability to edit notes, incidents, assessments, are based upon best practices for the integrity of the electronic health care record.

Settings are based upon provider types (e.g. Nurses vs Aides) and also by Roles granted (Supervisor = Role 11 and Manager = Role 13).  For a quick reference to charting restrictions in RTasks, go to the Staff button > Staff Profile > Security > Provider type and this screen will summarize charting restrictions and access to reports for that person.

Review Policies

Policies and Procedures serve to define expected procedures and practices.  ResiDex has the ability to incorporate your policies into RTasks, link them to services, if desired, and publish them (so staff can review and acknowledge.  

Policies for review can be entered and managed in RTasks.  

Service Time Capture

RTasks has the ability to capture service time which is more accurate when reviewing actual length of time needed to provide cares for an individual.

When the configuration option Track minutes for Scheduled Services is turned on, a staff will see a "clock" option beside the minutes field of services.