Create or edit a Patient Event

Create a New Event

1. Search for a patient.
2. Click Show.
3. In the Main Menu, click Events.
4. Click New.
5. Case Linking Options
   1. If linking the new event with a case, click Select for a case.
      1. Fields from the case will auto-populate within the event. The Staff Member field will auto-populate with the currently logged in user.
      2. The Start Date fields auto-populate to today's date and time.
      3. In the End Date field, enter the event's ending date and time.
      4. In the Service Location field, select the event's service location. This is restricted to the relevant locations for a given service location.
      5. In the Service Type field, select the event's service type.
      6. Click Create Event.
   2. If not linking the new event with a case, click Continue without selection.
      1. The Staff Member field will auto-populate with the currently logged in user.
      2. Complete other fields per the instructions above.
      3. Click Create Event.

Edit an Event

If the user has edit permissions and the event is not locked or deleted, the user will be able to Edit, Strike or Lock the event, (unlock if they have that permission). 

Lock

Some users will have the ability to Unlock and Lock events.  This action will unlock that event for anyone who has permission to view and edit events.