Actions

The Actions screen can be found from the Patients drop down menu at the top of your page.

Figure 1: The Actions Screen

To add a new action to the list, click on the New Action button. The New Action pop up box will appear (Figure 2).

Figure 2: Adding a new item to your Actions Screen

You can assign the action to yourself, or to somebody else in your organisation using the drop down list at the top. Next, select the patient which this action applies to by clicking on the Pick A Patient button & choosing the relevant patient from the list. Select the action required and the reason from the drop down lists below. Select the status of the action, enter any notes if desired & click Add.

Figure 3: List of required actions

The action will then appear listed on your Actions page. When the status of an action has changed or if any other details have changed, you can edit the item by clicking on the Edit button.

Figure 4: Completed actions

Using the filters at the top of the page, you can flick between viewing upcoming, not completed or completed actions. For example, in Figure 4 I am now viewing an action which I marked as complete using the status drop down list in the action edit screen.

Figure 5: Advanced Filter Options

Click the Show Advanced Filters button to filter your actions in more ways than just status. Here you can also filter your actions by day, assignee and reason. To hide these options again, click the Hide Advanced Filters button.