How to Complete an Action

Introduction

Actions represent tasks that need to be completed for patient care. CAREFUL provides two ways to complete actions: a quick one-click method for simple tasks, or a detailed completion with outcome notes and supporting documents for comprehensive documentation.

Before You Start

• You must have an action assigned to you or be a member of the team managing the action
• Actions must be in "Open" status to be completed
• No special permissions required beyond team membership

Steps

Method 1: Quick Complete (Simple Tasks)

Use this method when the action is straightforward and doesn't require detailed documentation.

1. Navigate to one of these views:

   • My Actions (from the sidebar)
   • A patient's Actions tab
   • Your team's action list

2. Locate the open action you want to complete in the table

3. Click the checkmark icon in the action's row

   • The button transforms to show "Click to Complete"
   • You have 2 seconds to confirm before it resets

4. Click "Click to Complete" to confirm

   • The action immediately closes and disappears from your list
   • No additional documentation is saved

Method 2: Complete with Details (Recommended for Clinical Documentation)

Use this method when you need to document the outcome or attach supporting files.

1. Navigate to the action through any of these locations:

   • My Actions view
   • Patient's Actions tab
   • Your team's action list
   • The action's detail page

2. Click the three-dot menu (⋮) on the action row or at the top of the action detail page

3. Select "Complete Action" from the dropdown menu

   • A dialog box appears titled "Complete action [action name] for patient [patient name]"

4. In the Action result text box, enter your notes about the outcome

   • Document what was done, findings, or any relevant clinical information
   • This field is optional but recommended for care continuity

5. (Optional) Click "Attachments" to upload supporting documents

   • Add photos, lab results, forms, or other relevant files
   • Multiple files can be attached

6. Click the "Submit" button

   • The dialog closes
   • The action is marked as closed across all views
   • Your documentation is saved to the patient's record

Viewing Completed Actions

1. Navigate to a patient's profile and select the Actions tab

2. Check the "Show completed actions" checkbox

   • Closed actions appear with a "Closed" label

3. Click on a closed action to view its outcome

   • The Outcome section displays the result text and any attachments
   • You can see who closed the action and when

Tips

• Choose the right method: Use quick complete for routine tasks like "Check vitals - Done." Use detailed completion when clinical documentation is important for patient safety or audit trails.

• Two-second window: The quick complete confirmation automatically cancels after 2 seconds if you don't click it. This prevents accidental completions.

• Document outcomes: Even though the result field is optional, documenting outcomes helps your team understand what was accomplished, especially for complex actions or when care is handed over.

• Attachments are preserved: Files uploaded during action completion become part of the permanent patient record and can be viewed by all team members.

• Real-time updates: When you complete an action, it immediately disappears from action lists across all views and user dashboards, keeping everyone's information current.

Related Features

• How to Create an Action - Learn how to assign new tasks to yourself or team members
• How to Update Progress on an Action - Add notes to document work in progress before completion
• How to Reassign an Action - Transfer an action to another team member if you cannot complete it