Creating An Activity Note

• Click "+ADD" icon in the right-hand corner of the activity note section 
• An activity note screen will appear for users to make their selections and create the note
• Selecting dropdown selections described above
• Users can add multiple (no limitations) locations, providers, and contacts to a note 
• "Find a Provider,” "Find a Contact," and “Find a Location” boxes will pop up
  • Users can search names and then click the desired provider, contact or location
  • Once the note is saved, the activity will appear in each entities' activity note section so users do not have to repeat efforts
• Enter description of activity 
  • There is a section for free text to enter the activity description and any relevant notes attributed to the action
  • There is no text limit for this section
• Adding resolution follow up
  • Select the "Needs Follow Up" checkbox by clicking the square at the bottom left of the activity note screen
  • Clicking the checkbox will prompt a green check mark to appear in the box. It also prompts a due date box to appear
  • Click the calendar icon to the right of the "Due Date" box
  • A calendar will appear and users can then select any resolution due date they wish for that activity
  • Users can not select dates that have already passed
• Click the "Save" button or "Cancel" to close out the activity note screen
• Once saved, the activity note will appear chronologically in the activity note screen
• The activity note will not appear within the tab if the user selects cancel instead of save