Tasks & Events

Events

Purpose: Events are used to document Case Notes in the EI Data System.

1. Creating an Event

   1. From the Client Case, locate the New Event tab on the right side of the screen

   2. Select a Subject from the drop-down:

      1. Call - Document a call

      2. Email - Select to document an email

      3. Meeting - Select to schedule a meeting or to document a meeting occurred

      4. Other - Use if the options do not apply

      5. EI: Case Note - Select to enter a case note

      6. TCM Notes

      7. Or enter your own subject line

   3. Description - Enter information as needed

   4. Start - Enter the start date and time

   5. End - Enter the end date and time

   6. Location - Enter information as needed

   7. Name - Should be left blank

   8. Client Case - Keep this as is; this is specific to the Client Case

   9. Save

   10. A green bar will pop up briefly: Event ____was created. This is a clickable link.

2. Viewing Events

   1. Users can view Events in three different areas in the data system:

      1. From the Client Case under Upcoming and Overdue

      2. On the Reports tab

      3. Report is labeled EI Case Notes - Events located in the Early Intervention CCB folder

Tasks

Purpose: Tasks can be used as a reminder within the Data System. Some tasks will be system-generated based on actions taken by the Care Navigator or Tasks can be manually generated by the Care Navigator.

1. System-Generated Tasks:

   1. Evaluation Complete - When the EI Screening Record is saved with Date of Eligibility Determination and Evaluation Date completed, a task is generated for the Owner of the EI Referral Case. This task is due two days after the EI Screening Record is complete.

   2. Established Condition - When the Care Navigator checks the box “Does Diagnosis need to be reviewed” in the Health Information/Established Condition section on the EI Referral Case. This task is due 10 days after the box is checked.

      1. Comments can be added to any system-generated task

2. All tasks default to a Normal Priority Level. Priority Levels can be changed to High or Low

3. Task Status - System-generated tasks do not have a status set at creation. Status can be updated by the Care Navigator using the down arrow 🔽

   1. Not Started - No action has been taken

   2. In Progress - Task is being worked on

   3. Completed - Completed task will not appear on Home screen in Open Tasks list

   4. Waiting on someone else

   5. Deferred

4. Viewing Tasks

   1. Users can view tasks from three different section in the EI Data System

      1. User Home Page

      2. On the Client Case in the Events/Tasks section

      3. On the Reports tab New Task Report