Managing Calendar Events
Resident or community calendar events can be edited or cancelled. You can also record attendance and after an event is complete and create a progress note. and record attendance after a calendar event is complete.
Steps
To edit a calendar event
Note
Community events can only be edited from the Community Calendar.
- Do one of the following:
- Clinical > Resident > Calendar icon > double click the event.
- Clinical > Calendar > double click the event.
- Complete the fields as required.
- Click Save.
To cancel a calendar event
Note
Community events can only be cancelled from the Community Calendar.
Cancelled events cannot be edited or reactivated.
- Do one of the following:
- Clinical > Resident > Calendar icon > double click the event.
- Clinical > Calendar > double click the event.
- Click Cancel.
- Type reason for event cancellation.
- Click Save.
To mark attendance, do one of the following
Note
You can mark attendance for an event after the event is complete.
- On the Event Calendar Worklist dashboard - Click attendance > select the resident > click Confirm Attendance.
- On the community calendar
- Click the event > click the green check mark > select the resident then click Confirm Attendance.
- Double-click the event > click Mark Attendance & PN > select the resident > click Confirm Attendance then click Close.
- On the resident calendar
- Click the event> click the green check mark > select Mark Attendance then click Save.
- Double-click the event > click Mark Attendance & PN > select Mark Attendance then click Save.
To create a progress note, do one of the following
- On the Event Calendar Worklist dashboard - Click prog note .
- On the community calendar
- Click the event > click the green check mark > select the Progress Note check box for the resident > click Confirm Attendance. Navigate to Clinical Dashboard > Event Calendar Worklist dashboard > click prog note.
- Double click event > click Mark Attendance & PN > select the Progress Note check box for the resident > click Confirm Attendance > click Close. Navigate to Clinical Dashboard > Event Calendar Worklist dashboard > click prog note.
- On the resident calendar
- Click the event > click the green check mark > select Create PN then click Save.
- Double-click the event > click Mark Attendance & PN > select Create PN then click Save.