How to Link a Task and a Care Plan
Linking a task to a care plan ensures that staff can quickly access relevant care plan information while completing the task. This helps align daily actions with individualized care goals and improves continuity of care.
This document pertains to StoriiCare's Care Plan feature. If your organization uses Forms for your Care or Support Plan, see this article.
When to Use This Functionality
To connect specific tasks to a participant’s care plan for quarterly, semi-annual, or annual reviews.
When staff need easy reference to care plan details during task completion.
To ensure compliance with care documentation and regulatory requirements.
Steps to Link a Task and a Care Plan
Go to the Tasks Feature
From your Dashboard, click Tasks.
Open or Create a Task
Either edit an existing task or create a new task.
Add a Subtask
Scroll to the Subtasks section.
Click + Add Subtask.
Set the Subtask Action
In the subtask row, click Set Action.
Select “Review a Care Plan"
From the available action options, choose Review Care Plan.
Select a section of the Care Plan (optional)
If no selection is made, the staff member will be directed to the general Care Plan page.
If a specific Care Plan category is selected, the staff member will be directed to that part of the Care Plan.
Save the Task
When ready, click the back arrow to return to the task view.
Save to confirm your changes.
What Happens Next
The subtask will display a hyperlinked Action.
When clicked, it will open the participant’s care plan directly.
Need More Help?
If you need further assistance, you can reach out to our support team by emailing support@storii.com. Our support team is ready to help you with any questions or issues you may have.