Frequently Asked Questions

QA tasks
QA = Quality Assurance.
There are 2 types of QA tasks - manually entered and automatically generated.

Report: Clients/Client Reports/QA Task Completion

Automatically generated QA Tasks:

If the automatic tasks are turned on then the following reminders will be generated:

1 day after the first scheduled service:
Did you perform a QA call to the caregiver working on <CLIENT_NAME>?
Did you call <CLIENT_NAME> to see how the caregiver was?
Did you call <CLIENT_NAME>'s family member to see how the caregiver was?


1 week after the first scheduled service:
Perform a QA call with the <CLIENT_NAME>
Perform a QA call with <CLIENT_NAME>'s family member


3 weeks after the first scheduled service:
Perform a QA call with <CLIENT_NAME>
Perform a QA call with <CLIENT_NAME>'s family member


1 month after the first scheduled service
Perform a QA call with <CLIENT_NAME>
Perform a QA call with <CLIENT_NAME>'s family member

Each time a new caregiver is assigned to a client (for the first time)
The following will be generated and is due the same day:
Has the caregiver been briefed on the client care plan by the case opening professional?

To turn on/off the automatic QA tasks for the whole office go to:
Office Tab, Company Settings (button), General (mini tab) - check QA Popup.
--turning this off (un-checking the box) turns off all auto generated QA tasks for the whole office.

If the tasks have been turned on -
They can be controlled specifically by client.
Inside the client record there are 2 permissions:
QA Popup - this enables/disables the QA popup alert specifically for that client. i.e. they can be turned on office wide but turned off for a specific client. If this box is unchecked, no auto generated tasks will appear for this client (affects only future tasks not those entered when box was checked) - and this does not control or affect the
Recurrent QA Popup - This controls whether or not recurring popups are triggered. For the custom tasks the recurring option is controlled via the recurrence drop down when the Custom task is added -- not by this checkbox




Last Updated 5 years ago

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