The 'Patient Activity' tab is split into two sections, the bottom section is used to record items that need to be done in the future e.g. call patient to follow up on new contact lenses or information about the patient that needs to be flagged when they next contact the practice.

Select the date you would like the action to be completed/appear on the action list. You can select the action date by clicking on the arrow next to the date to open a calendar and clicking on the date you would like the action to be done. You can also tick the remove action date box. Ticking this box will remove the date associated with this patient action meaning it will not appear on the action list and it will just pop up when a user opens the patient record. 

Enter details of the action to be done.

If the reminder box is ticked, then the patient action will pop up when a user opens the patient record.
Removing the tick from the reminder box will stop the patient action from popping up on the opening of the patient record.

This drop-down list allows you to select which user’s action list the action appears on.

Leaving the ‘Assigned To’ as N/A will mean the action appears on all users’ action lists.
Selecting a staff member from the list will mean the action only appears on that user’s action list.
You can select a user from the assigned to drop-down here.

Click Add. The action will be saved in the main section with an automatically populated created date.