Rounds: How to Set up Locations and Activities

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Before Rounds can be assigned, please create the Locations and Activities that will be used to document patient whereabouts and actions.

Super Admins can create Locations and Activities for Rounds using the following steps:

  1. Click on your initials and select Settings. 
  2. Open the Patients tab (you may have a different title for this tab like Clients, but this tab is always first under Settings).mceclip0.png
  3. Locate the Rounds Activity and Rounds Location sections. Tip: Use Ctrl + F (Windows) or Cmd + F (Mac) to quickly search "rounds".mceclip1.png
  4. To add a new Activity or Location, click Add Item.mceclip3.png
  5. Type in the name of your location or activity.mceclip4.png
  6. Click Update after each new item. This ensures your entries are saved.
  7. If you need to delete an Activity or Location, click the X next to the item and click Update.
  8. Use the [drag] icon to update the order of these items in the related rounds drop-down. 

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