Task Management in Company Setup

Axxess Home Health now provides a Task Management section in Company Setup that enables organizations to customize the list of tasks that are available for scheduling in the Schedule Center. This enhancement streamlines scheduling operations, simplifies internal workflows and facilitates compliance with organizational policies by enabling users to schedule and perform only the tasks that have been established in Company Setup.

To access the Task Management section and customize the list of tasks available in the Schedule Center, users must have permission to manage company information in Axxess Home Health.

Manage Company Information Permission

To give a user permission to manage company information, edit the user’s profile and navigate to the Permissions tab. In the Administration section, select Manage Company Information. Click Save to finish granting the permission to the user.

People tab ➜ Users ➜ ➜ Permissions tab ➜ Administration section ➜ Manage Company Information ➜ Save

Task Management

To edit the list of tasks that are available in the Schedule Center, navigate to the Operations tab in Company Setup.

Admin tab ➜ Company Setup ➜ Operations tab ➜ Task Management

Create a Task

To create a new task, click Create Task.

Complete the required fields and click Save.

Edit a Task

To edit a task’s name or description, select the edit icon under Actions.

Edit the task name and/or description and click Save.

Deactivate a Task

To deactivate a task, select the deactivate icon under Actions.

Enter a deactivation date and click Deactivate.

Reactivate a Task

To reactivate a task, navigate to the Status filter and select Inactive to view all inactive tasks. Find the appropriate task and select the reactivate icon under Actions.

Delete a Task

To delete a task, select the delete icon under Actions.

Updated on 05/24/2023