This guide explains how to customize your ADL and care task tracking by moving beyond simple "Completed/Not Completed" toggles. Custom Outcomes allow you to create specific dropdown menus, ensuring your team uses standardized language for more accurate documentation.
Why use Custom Outcomes?
For most tasks, a simple "Completed/Not Completed" or "Yes/No" is sufficient. However, for items requiring clinical detail or behavioral tracking, custom outcomes allow you to:
Standardize Reporting: Prevent staff from typing inconsistent notes by providing a set list of descriptors.
Improve Data Accuracy: Easily track percentages for meals or specific levels of assistance provided.
Common customization examples are:
BM Tracking (Size/Consistency)
Meal & Hydration Tracking (Percentages)
Behavior Tracking (Specific interventions used)
Add or Edit Custom Outcomes
The below directions only pertain to setting Custom Outcomes for individual Care Items. For more general information about Care Item settings, refer to this guide: Care Settings.
Navigate to Settings > Care > Care Settings. Click on the tab for the Care Program you are utilizing (typically the tab labeled 'Care').
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Locate the Category where you want to add or modify a Care Item.
Note: If you need to add a category, click +Add Category first.
Click +Add Item to create a new task, or click Edit next to an existing item to update it.
In the Add/Edit Care Item pane, locate the Possible Outcomes field and select "Custom Options".
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Define Your Custom Outcomes: This is the critical customization step. You must list your options using the following format: [Option]=1, [Option]=2, [Option]=3.
Example (Behavior Tracking): No behavioral issues observed=1, Resident was physically aggressive. Staff verbally redirected=2, Resident was physically aggressive and staff used CPI techniques=3...
Example (Meal Tracking): 100 percent=1, 90 percent=2, 75 percent=3, 60 percent=4...
Configure Care Notes: * None: No note field will appear.
Optional/Required: Provides a text field for caregivers to add extra detail alongside their selected custom outcome.
Click Update Item or Add Item at the bottom right of the pane to save your changes.
Record Custom Outcomes in Care Tracking
Once the Care Item is set up with custom outcomes, it must be added to a resident’s Care Plan (resident profile) to appear for staff in Care Tracking.
On the Care Plan: Ensure the item is scheduled (e.g., Daily, Weekly, or by Shift).
In Care Tracking: When a caregiver selects the task on the Record Care page, they will see a dropdown menu containing the specific options you defined (e.g., "100 percent", "90 percent", etc.) instead of a standard checkbox.
Finalizing: The caregiver selects the appropriate outcome, adds a note if required, and clicks Record Care.
For steps on how to manually add items to Care Plans, refer to this How to add or edit a Care Plan.
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