How do I create a new signature task in Homecare Pro?

how to edit a signature task heresupport@homecarepro.io

You are now able to create and fully configure your own signature tasks for use in Homecare Pro. Here's a step-by-step guide: 

Step 1: Create the Signature Task

1. Go to Agency Configuration Tab > Scroll down to Tasks

2. Click Add New to create a new global task

3. Enter task details:

   • Title: e.g. Policy Acknowledgment

   • Responsibility: Select Caregiver if you need the caregiver to take action on this task

   • Instructions: Keep them clear and simple

   • Type: Choose Signature

4. Click Add Document and upload your PDF template of your signing documents

5. Choose the signing order, such as:

   • Caregiver only

   • Manager only

   • Caregiver → Manager (common for onboarding)

   • Manager → Caregiver (common for offer letters)

   • We also offer multi-step flows (e.g. Manager → Caregiver → Manager)

6. Select your agency

7. Assign the role(s) this applies to

8. Set when it should be completed (e.g. Onboarding)

9. Leave Optional blank if this is a required task

10. Indicate if this task should be renewed 

11. Click Save

Step 2: Finalize Configuration & Add Form Fields to your Signature Task

After saving the task, return to the Tasks list:

1. Find the new signature task you just created and click to open

2. Scroll down select Edit Template

   1. Please note we also have a demo video on how to edit a signature task here

3. Now you’ll place the form fields onto your document. You’ll use drag-and-drop tools to place required fields.

   1. Please note we also have a demo video on how to streamline caregiver onboarding using pre-fill codes here

4. Once you are finished, tap Finish Template

Your signature task is now ready to use and will be assigned to new caregivers accordingly! 

If you have any questions about creating a signature task, please contact us at support@homecarepro.io.

Watch Demo Video Here