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.

To add a new Patient Action, click 'Add Action' at the bottom right-hand side. This will launch the following pop up.

Select the date you would like the action to be completed/appear on the Action List. You can select the action date by clicking 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 'Set No Date For This Action' button. Ticking this box will remove the date associated with this Patient Action, meaning that it will not appear on the Action List and it will just pop up when a user opens the Patient Record.

Use the free type Notes box to enter the details of the action that needs to be done. You can also use the Speech to Text function to enter the details.

If the 'Show Reminder' box is ticked, then the Patient Action will pop up when a user opens the Patient Record. Removing the tick from the 'Show Reminder' box will stop the Patient Action from popping up on the opening of the Patient Record.

The 'Completed By' drop-down list allows you to select which user's Action List the action appears on. You can click the person button next to this drop-down to assign yourself to complete the Patient Action.

Leaving the 'Completed By' as N/A will mean that the action appears on all user's Action Lists. Selecting a staff member from the list will mean that the action only appears on that user's Action List.

Then click 'Ok' to add the action. The action will then be saved in the main section with an automatically populated created date.