Skip to main content

How to Skip a Task or Medication- Upgraded Rostering

Skip a task or medication for one visit

Anjelica avatar
Written by Anjelica
Updated this week

Please note: This article is for those using our upgraded rostering. Please see this collection to see how to set this up on your rostering. If you do not have access to upgraded rostering yet and would like to learn more, you can book a demo with our team.

You may need to skip a specific task or medication for just one visit. This may be because it is not needed for this particular visit, but it will be needed again in the future.

When you need to skip an activity for a specific visit, the system ensures complete removal from all areas of the carer app. This comprehensive approach gives you full control over what carers see and deliver, supporting safer care management and reducing the risk of unintended activity delivery.

Key Safety Feature: When you skip an activity in the Agency Hub, it's completely removed from the carer app in all locations:

  • Task and medication list within the visit

  • See all today's tasks section

  • Scheduled medications tab (when carers click on PRNs)

This comprehensive removal ensures carers only see and deliver the activities you intend, giving you complete control over care delivery.

How to skip a task or medication for one visit

  1. Go to the Activity Calendar tab

  2. Find the session you would like to skip a task for

  3. Find the task/medication in the list

  4. Click the arrow skip icon on the task/medication

  5. A pop-up box will appear confirming your actions (specific day, date and session time)

  6. Click Save Changes to confirm skipping

The task/medication will now appear with a strikethrough, indicating it won't be visible in the visit.


How to Reinstate a Skipped Task or Medication

If you need to reinstate a previously skipped activity:

  1. Go to the Activity Calendar tab

  2. Find the session you would like to skip a task for

  3. Find the skipped task/medication (with strikethrough)

  4. Click the plus button next to it

  5. A pop-up box will appear confirming your actions (specific day, date and session time)

  6. Click Save Changes to confirm reinstatement

The activity will now be reinstated and ready to be completed by your carers.


Skipping medications & the MAR chart

When you skip a medication, it will appear as "N/V" (No Visit) in the eMAR, providing a clear audit trail for compliance purposes. This documentation helps maintain accurate medication records whilst ensuring the medication isn't administered when not intended.


Warnings when skipping a task

The system will warn or prevent you from skipping activities in certain situations to maintain safety and accuracy:

You will receive a warning when:

  • The visit is in progress or missed - you can still skip the activity, but you will be advised that the carer might not see the update immediately if they're offline. We recommend contacting the carer directly to inform them of the change.

Warning model generated when skipping a task to indicate why it is not possible to do so

You will be blocked from skipping when:

  • The visit is completed - this maintains consistency between the Agency Hub and what actually occurred during the visit

  • The carer has already recorded an outcome for the activity - this preserves accurate reporting and prevents conflicting information


Birdie Academy Video

Important Safety Considerations

  • Activity order changes can create detached lists. If you change the order of activities in a visit instance, that activity list becomes detached from the parent activity order. Subsequent changes to the Activity Template order won't affect these detached lists. Remember to update detached lists separately if order changes should apply universally.

Did this answer your question?