Activity Tracking

Set Up Activities, Hobbies, and Interests

1. Click on "Community Record" under the "Community" tab.

2. Click on "Setup: Activity/Hobby/Interest" under the "Setup" dropdown.

• The active categories and active items are listed here. The active items are linked to specific active categories.

Add a New Category

1. Click on the "New Entry" button.

2. Fill out the form with the category name.

3. Click the "Save" button to finish.

Add a New Item

1. Click on the "New Entry" button.

2. Fill out the form.
   • Select the category.
   • Give the item a name.
   
3. Click the "Save" button to finish.

Inactivate a Category or Item

1. Click on the pencil icon corresponding with the category or item to be inactivated.

2. In the "Status" section, select the "Inactive" button.

3. Click the "Save" button to finish.

• When inactivated, the category or item will appear under the "Inactive…" section header.

• Inactive categories and items can be reactivated by the same process and selecting the "Active" button.

Track an Activity

1. Navigate to the Charting site by clicking on "Charting" under the "Charting" tab.

2. Click on the "Activity Tracking" tab in the Charting navigation.

3. Select the residents present at the activity, whether it be one, some, or all residents.
4. Click the "Next" button to continue.
5. Fill out the form.
   • Enter the date of the activity.
   • Select the category and activity.
   • Enter the amount of time the activity lasted.
   • Enter notes if necessary.
   • Select the "Staff Signature" button to authorize the activity.
   • This information will automatically populate the individual resident information below.
   
   • To enter personalized information for a specific resident listed, click on that resident's section header, and fill out the information.
   
6. Click the "Save" button to finish.

The Activity Report

1. Click on "Resident Reports" under the "Reports" tab.

2. Click on the "Activities (Search)" link at the bottom.

• Click on "Search Settings" in the search bar to refine the search criteria, and click the "Search" button to activate the search.

• The activity participation information and statistics are listed here by resident.

Activity History

1. Click on "Select Resident" under the "Resident" tab.

2. Select a resident.
3. Click on "Activity History" under the "Care" dropdown.

• The resident's activity history and information are listed here.
• A new activity for the resident can be entered by clicking on the "New Entry" button.