You can add standard activities to your system, giving you the ability to customise the requirements to meet your organisational needs. You can also use these activities for your care plans. For more information on this, see our guide on adding activities to care plans.
To get started, follow these simple steps:
Click the three-line menu, then Configuration.
Click Tenant, then Standard Activities.
Click the plus button and complete the following information.
Field | Description |
Name | Name of the new Standard Activity. Activity names can be up to 512 characters. |
Description | Add a description to the activity. Activity descriptions can be up to 225 characters. |
Is Ad-hoc | Allows the activity to be created as an Ac-Hoc activity. |
Type | This would determine if the activity is an admin activity or another type. |
Icon | You may assign an icon to the activity. |
Sub-categories | This allows you to add customer activity codes. For example, activity is personal care sub-categories would be shower code = SHO. |
Enable ad-hoc visits
If you select ad-hoc activities, these need to be turned on in order to be used. To do this, follow these steps:
Click the three-line menu, then Configuration.
Click Tenant, then Preferences.
Go to Web Console preferences.
Select Allow Ad-Hoc Activity Completion, then select Yes or No.
Click Update.
Medication Activities
To create new medication activities, please follow this guide: Create medication.