Long Term Care Needs Tutorial

1. Entering Long Term Care Needs 

• Go to main care dashboard 

• Click enter care need 

• Change status from “Open” to “Long Term Care” 

• Select the category Other 

• Enter any notes & save 

2. Accessing the Long Term Care Bubble on Rock Home Page: 

• Either click ‘Long Term Care’ at the top of the dashboard or scroll down past funerals and you will see the quick view 

3. Documenting Care Touches on Long Term Care Needs: 

• Go to the main Care Dashboard with needs listed 

• At the top right, click on ‘Filter Options’ 

• Change the status from ‘Open’ to ‘Long Term Care’ 

• Click ‘apply filter’ 

• You will now only see the long term care needs and can add care touches just like normal