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Enable Case Details in WellSky Shift Tasks

Enable BH case details to be automatically added to WellSky shift tasks when new shifts are created. This helps ensure important case information is included in shift tasks without requiring manual updates.

Let’s get started 🚀

Step 1: Log in to your agent dashboard, and click More > Global Settings as shown in the screenshot below.

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Step 2: Scroll tabs to the left and click the Backup Care Assistant tab.

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Step 3: Click the Accounts option to expand and view its details.  

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Step 4: Click the pencil icon under the Actions column next to the WellSky account.  

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Step 5: Enable the Add case details to shift tasks checkbox.
  
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Step 6: Scroll to the bottom and click the Submit button.

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