How to Add a New Action

Actions are tasks associated with a patient that need to be completed by a specific team member. Use this feature to assign follow-up appointments, medication reviews, discharge planning tasks, or any other clinical activity that requires tracking and accountability.

• You must be a member of at least one team that the patient belongs to
• You need to be logged in as an organisational user (Administrator, Team Owner, or Clinical User)
• The patient must be assigned to one of your teams

Navigate to the Patient

1. From the sidebar, select My Patients to view your patient list, or select a team name under Teams to view that team's patients
2. Click on the patient row to open their patient profile

Create the Action

3. You can create an action in two ways:
   • Click the kebab menu (⋮) in the top right corner and select Create Action, or
   • Click the Create action button located above the Profile/Actions/Notes tabs
4. The Create Action dialog appears, showing the patient's name in the title

Fill in Required Fields

5. In the Title field (automatically focused), type a brief description of the action (e.g., "Schedule follow-up appointment" or "Review medication chart")
   • Maximum 238 characters
6. The Assignee field shows your own name by default (the action will be assigned to you)
7. To assign the action to someone else:
   • Click in the Assignee search field
   • Start typing the colleague's name
   • Select them from the search results
   • Note: Users who are not verified, already assigned this action, or not in a team with the patient will appear greyed out and cannot be selected

Add Optional Information (if needed)

8. Under Optional Information, you can add:
   • Due date: Select a date (must be today or in the future)
   • Due time: Select a time in 5-minute intervals (if you add a due time, a due date becomes required)
   • Attachments: Click to upload files or drag and drop (multiple files supported)
   • Detailed Description: Add additional context or instructions (maximum 4,096 characters)

Submit the Action

9. If you need to create multiple actions for this patient, tick Create another after submit before proceeding
10. Click Submit
11. The dialog closes automatically (or remains open if you ticked "Create another after submit")
12. The new action appears in the patient's Actions tab

• Default assignee: Actions are automatically assigned to you unless you select a different team member. This is helpful for quickly creating tasks for yourself.
• Batch creation: Use the "Create another after submit" checkbox when you need to create multiple actions for the same patient. The dialog will stay open and reset the form, but keep the same assignee selected.
• Future dates only: Due dates and times must be in the future. The system will show a validation error if you try to set a date in the past.
• Notifications: If you assign an action to someone else who is currently on duty, they'll receive a push notification: "has assigned a new action to you."
• Silent confirmation: There's no success message when you create an action. The system confirms success by closing the dialog and updating the patient's action count in the background.
• Invalid assignees: If someone appears greyed out in the assignee search, it's because they're not verified, already assigned to this action, or not in a team with the patient. You won't be able to select them.