How can I create an automated registry task?

Homecare Pro has configured automated registries that our system is able to run on your behalf. These system tasks are handled entirely by Homecare Pro; no action is needed from caregivers or managers. We assign and automatically run the registries for you.

Here's how to create one:

1. In Homecare Pro, open Agency Configuration.

2. Scroll down to Tasks and click Add New.

3. Name Your Task: Choose a clear, descriptive name that will make sense to your team (e.g., OIG)

4. Set Responsibility to System so Homecare Pro will complete the task on your behalf.

5. Select the Registry you want to automate from the list provided

   • If you don’t see your registry listed, it means we don’t currently automate it. But you can email support@homecarepro.io to see if it can be configured.

6. Assign your Agency, the Role you want this registry to be run for (you can assign it to multiple roles if needed), and when you want this registry to first be run (at onboarding or only for active caregivers).

7. Set how often you want this task to be run: Homecare Pro runs registries on a periodic basis. Select the frequency that meets your compliance needs (e.g., monthly, quarterly, annually).

8. Click Save. Going forward, this automated registry task will be assigned to all caregivers add to this role.

Watch Demo Video Here