Adding an Activity Detail to a Plan of Care

You can add an Activity Detail to an Activity. To add an Activity Detail, complete the following steps:

1. From an Activity, click the arrow to the right of the Edit button and then click Insert to open the Workspace Editor, or press CTRL+I.
2. Select Activity Detail in the Workspace Editor.
3. From the Print/Export options, you may select Print Only or Export Only (the default is Both). In Print View, items marked as Export Only will not be displayed. In Export View, items marked as Print Only will not be displayed.
4. From the Pre-Select options, select any of the following options:
   • Optional: If you select this option, the item will not be preselected in the customized plan of care. Its check box will be unchecked. The item can be manually selected in the plan of care.
   • Default: If you select this option, the item will be preselected in the customized plan of care. Its check box will appear with a check mark in it.
   • Required: If you select this option, the item will appear as a required item in the customized plan of care.
5. From the Evidence options, you may select one of the following options:
   • None: This is the default setting.
   • Zynx: If you select this option, the Choose Evidence dialog box will open, allowing you to construct the path for the evidence by selecting, in order, the product, module, and evidence you want to link to.
   • Custom: If you select Custom, type the URL in the box.
6. Populate one of the following fields to name the Section:
   • Catalog: Click the Browse button to open the AuthorSpace Catalog to search the Custom catalog, Zynx catalog, or the Zynx + Custom catalog. The term you select from the catalog will populate the Catalog field. This is the name of the Problem Section that will appear in the plan of care.
     • To clear the Catalog field, click the Clear link.
   • Override: If you wish to change the name of the Problem Section to something other than what appears in the Catalog field (without changing meaning), type free text in the Override text box. This is the name that will be reflected in the plan of care.

     Text in the Override field is free text and is not recommended for plan of care integration. In general, you should always refer to your integration manual for instructions on how to optimally build for integration.

7. The Additional Info field is free text; type the detail that will be appended to the name (catalog term or override) in the displayed plan of care.
8. Optional: The Comment text box can be used to add free text comments. If an item has comments, the icon will appear next to the item in the Viewer and Editor. Users can hover over the icon to display the comments.
9. Click the Save button. (To minimize the Workspace Editor, click the Save & Hide button.)

© 2014 Zynx Health Incorporated. All rights reserved. Help published December 2014