3.0 Quick Access Module - Action Items
BF

Boomerang FX

Created Jan 24, 2023

3.0 Quick Access Module - Action Items

With Action Items, the user will be able to set specific tasks and link them to patients.

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Boomerangfxalpha

21 Steps
1

Start on the dashboard

2

Click on Quick Access on the left bar menu

Click on Quick Access on the left bar menu
3

Click on Action Items

Click on Action Items
4

This is the page the user will land on

The user will find two sections: Add Action and Actions for Me.

This is the page the user will land on
5

To begin, the user will start by setting a deadline for the action item

To begin, the user will start by setting a deadline for the action item
6

To set the deadline for the action item, the user will click on Completed By and choose a date

By clicking on the calendar icon under the "Completed By" field, the user will be able to choose a date using the calendar widget

To set the deadline for the action item, the user will click on Completed By and choose a date
7

Click on the appropriate date

Click on the appropriate date
8

The status is set to Pending by default as the action has not been completed yet

The status is set to Pending by default as the action has not been completed yet
9

Under Priority, the user will be able to indicate how urgent this action item is

Under Priority, the user will be able to indicate how urgent this action item is
10

Next, the user will specify the Patient/Lead associated with this action item

The user will type the name of the patient/lead found in the system and choose the appropriate name

Next, the user will specify the Patient/Lead associated with this action item
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Click on option

Click on option
12

After choosing the associated contact, the user will select the appropriate action

Actions can be created under the Set Up menu

After choosing the associated contact, the user will select the appropriate action
13

The user can also specify who from the staff the action item will be assigned to

The user can also specify who from the staff the action item will be assigned to
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For the purpose of this workflow, the Action Item will be assigned to the current user

For the purpose of this workflow, the Action Item will be assigned to the current user
15

Under notes, the user is able to fill additional comments/information regarding the action item

Under notes, the user is able to fill additional comments/information regarding the action item
16

Once all fields are filled as necessary, the user will click on Save Action Items

Once clicked, the action item will appear under Actions For Me

Once all fields are filled as necessary, the user will click on Save Action Items
17

In the Actions For Me section, the user is able to filter the action items

The user may choose to look through the action items of other staff members as well

In the Actions For Me section, the user is able to filter the action items
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This table shows a brief overview of the action items for the selected staff member

This table shows a brief overview of the action items for the selected staff member
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To edit a pending action item, the user may click on the pencil icon

To edit a pending action item, the user may click on the pencil icon
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Any of the information is editable

If the user only wishes to specify that this action item is complete, this radio button should be clicked

Any of the information is editable
21

To save, click on Save Changes

To save, click on Save Changes
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