Detailed care workflows: tasks, appointments, shifts, reminders
These workflows use the Care tab route and focus on assignment, follow-up, and handoff quality.
Path reference
- Care tab route:
/(tabs)/schedule - Tab label in app: Care (Tier 1/2 and Tier 3)
Tasks flow
- Open Care tab.
- Open Tasks section.
- Create task with assignee, due time, and priority.
- Update status during shift and add completion note.
Appointments flow
- Open Care tab.
- Open Appointments section.
- Create appointment with provider, date/time, and transport note.
- After visit, log outcome and follow-up action.
Shifts and reminders flow
- Open Care tab and review shift timeline.
- Confirm active shift coverage and pending items.
- Set reminder windows for urgent care events.
- At handoff, record unresolved reminders and next actions.