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.

  1. Do one of the following:
    • Clinical > Resident > Calendar icon > double click the event.
    • Clinical > Calendar > double click the event.
  2. Complete the fields as required.
  3. 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.

  1. Do one of the following:
    • Clinical > Resident > Calendar icon > double click the event.
    • Clinical > Calendar > double click the event.
  2. Click Cancel.
  3. Type reason for event cancellation.
  4. 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.