How to Create a New Admin Event

Why This Matters?

An Admin Event is used to log administrative information on a patient's Notebook. Admin Events can be created whenever information, communication, or an administrative action needs to be documented on the patient's file, whether or not the patient has a booking in the Diary.

Different types of Admin Events can be created, including calls, emails, consent forms, patient surveys, payment requests, SMSs, tasks, WhatsApp messages, and other administrative activities.

Using Admin Events keeps important administrative information together on the patient's Notebook, making it easier to review the communication and actions associated with the patient.

💡 Please Note: An Admin Event does not require a Diary booking and can be created independently whenever the information needs to be documented.

• Start on the Diary screen.

• • For navigation, see Diary Screen Navigation.
    
    

Let's Follow These Steps

• Click on the View Notebook button.

• On the Notebook sub-tab of the account details screen, click the Create New Admin Event drop-down menu and select the desired event.

• Complete all required fields for the selected Admin Event.

💡Please Note: The available options depend on the settings configured for the practice. 

Result

• Once saved, the new Admin Event will display in the Notebook with its current status, date, and details.