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PERMISSIONS: You need the Admin permission to use these functions.

Go to Admin → Advanced Setup → Activity Lists to customize the activity lists for your clinic. Activity lists allow therapists to quickly add multiple therapy activities to a daily note.

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Add an Activity List

  1. In the lower right, click the + Activity List button.
  2. Fill in the information for this activity list.
  3. Click the Save Activity List button.

 

Edit an Activity List

  1. Click the activity list you want to edit.
  2. Once you've made changes, click the Save Activity List button.

 

Delete an Activity List

  1. To the right of the activity list, click the delete icon delete_icon.png.
  2. Click the Delete Activity List button.

 

About the Fields

Field Description
Name The name of the activity list, which can be selected from a daily note, but will not appear on the actual document.
Activities Search for and select the therapy activities to include in the list.
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