In Access Care Planning, you can complete ad-hoc activities. These can be selected from your standard activity list.
Create ad hoc activities
To get starting creating an ad hoc activity, follow these steps:
Click three-line menu, then Configuration.
Click Tenant, then Standard Activities.
Edit the relevant activity and select the allow ad-hoc completion checkbox.
Enable ad hoc visits
Ad-hoc activities need to be turned on to use them. To do this, follow these steps:
Click 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.
📌Note: After making changes to the tenant preferences list, please ask users to sync to update their devices with the latest changes.