A Staff member or a Non-staff contact can edit tasks for the Wellness Hub user and their contacts using the Care Portal or the HomeSight mobile app.
To edit a task:
- Login to the Care Portal.
- Selected the Wellness Hub user from the Accounts list.
-
On the Schedule screen, click the Task option to view scheduled tasks.
Note: If the task is not listed, it is scheduled for another day. Click on the calendar to select the scheduled date.
- Click on a task you would like to edit.
- Click the
icon at the top-right corner of the Task Details screen.
- Click the Yes button on the Modify task prompt.
- On the edit screen, update the available fields.
- For repeat (daily, weekly, and custom) tasks, changes can be made to the Category, Name, Time between reminders*, and Description fields. If you like to reschedule to another date and time, you will need to delete the existing task and create a new task.
- For non-repeat tasks, you can update the Category, Name, Time between reminders*, Date, Time, and Description fields.
- If you need to change a non-repeat task to a repeat task or vice versa, you will need to delete the existing task and create a new task.
- Click the Save changes button.