Activities - Create New Clinical Actions
In this article of Activities , you will learn how to create, manage, edit and delete clinical actions from the Activities homepage.
The Activities homepage lands on the Clinical Actions section by default. This page displays an overview of all outstanding clinical actions, which patient they relate to, the priority, status and due date.
To Add a New Clinical Action, click New Clinical Action.
The new clinical action form will open.
Fill in the form with all the required details, and click Save.
Whichever Owner you assign to the clinical action to, the system will assign it to that user as an Activity.
To Edit a Clinical Action, click the Tick-box next to the name to reveal a list of options. Click Edit to open the activity form.
Update the Clinical Action with all the required details, and click Save to apply the changes.
To Delete a Clinical Action, click the Tick-box next to name to reveal a list of options. Click Delete to permanently delete the activity from the patient's record.
Click Yes to acknowledge the activity will be deleted.
To Delete Multiple Clinical Actions at Once, click the Tick-boxes next to the names to reveal a list of options. Click Delete to permanently delete the activities.
Click Yes to acknowledge the activities will be deleted.
If you want to delete an activity, but still leave record of the booking on the patient's record, you can Cancel the activity instead.
To Cancel a Clinical Action, click the Tick-box next to name to reveal a list of options. Click Status to reveal a drop-down list, and click Cancelled to remove the activity.
A record of the activity will still be kept on the patient's file.
To Cancel Multiple Clinical Actions at Once, click the Tick-boxes next to the name to reveal a list of options. Click Status to reveal a drop-down list, and click Cancelled.
Once an activity has been completed, it will need to be marked as completed. This closes the activity, removes it from the owners calendar, and keeps record of it on the patients file for future reference.
To Complete a Clinical Action, click the Tick-box next to name to reveal a list of options. Click Status to reveal a drop-down list, click Completed to close the activity, remove it from the calendar and keep record of it on the patient's file for future reference.
To Complete Multiple Clinical Actions at Once, click the Tick-boxes next to the name to reveal a list of options. Click Status to reveal a drop-down list, and click Completed.
Need help?
1300 103 903
Comments
0 comments