Event activities help you track participation for group sessions and programs, and collect the event data you need from each participant. This article explains when to use an Event and how to start one from the Dashboard.

Activities vs Events

Activities
Use an activity for member work such as screenings or follow ups. An activity can include more than one member, for example a household SDOH screening. Responses are tied to each member’s record.

Events
Use an Event to track group participation and capture event data from each participant in one place. Common examples include education classes, resource fairs, workshops, and support groups.

Why Use an Event Activity

• Track attendance for participants in a group session or program.
• Collect necessary Event data from participants.
• Generate billable claims for each participant when the Event is tied to a reimbursable service, such as a chronic condition education class.

Starting an Event Activity

1. From the Dashboard, click the “+” button in the top right corner of the Daily Schedule section.

1. Create Activity
   1. In the pop up, select Create Activity.

1. Select the Event Activity
   1. Use the Select an Activity dropdown to choose the Event you want to start.

1. Choose Participants
   1. Decide how participants will be added to the Event:
      1. Members: Select individual members one by one.
      2. All Members Assigned to User: Includes all members assigned to the staff selected in the Responsible User dropdown.
      3. Group: Includes all members in a specific Member Group.
      4. Entire Organization: Includes every member in the organization.

1. Set the Responsible User
   1. Choose the staff person who will be responsible for the Event in the Responsible User dropdown.

1. Set the Timing
   1. Start Now: Begin the Event immediately and set when it should end using the Ends At field.
   2. Schedule: Plan the Event for later by selecting the date, start time, end time, and duration.

1. Create the Event
   1. Once details are complete, click Create.
   2. The Event will appear in your Daily Schedule and be ready for participation tracking.