Event activities are designed to help you track participation for group sessions and programs while capturing specific event data from each participant. Unlike standard activities, which focus on individual or household-level screenings, Events allow you to manage group attendance and generate billable claims for services like education classes or support groups.

Understanding Activities vs. Events

It is important to choose the right format for your documentation to ensure data is tied to the correct records: Activities: Use these for one-on-one member work, such as follow-ups or household SDOH screenings. Responses are tied directly to each member’s individual profile. Events: Use these for group participation. Events allow you to capture data from everyone in one place, which is ideal for education classes, workshops, or resource fairs.

Step 1 – Initiate from the Dashboard

1. Navigate to your Dashboard.
2. Locate the Daily Schedule section.
3. Click the "+" button in the top right corner of the schedule.
4. In the pop-up modal, select Create Activity.

Step 2 – Select the Event template

1. Click the Select an Activity dropdown menu.
2. Choose the specific Event Activity template you want to launch (e.g., "Chronic Condition Class").

Step 3 – Choose participants

1. Decide how you want to populate your attendee list:
   • Members: Search and add individual members one by one.
   • All Members Assigned to User: Pulls in every member assigned to the person selected as the Responsible User.
   • Group: Automatically includes everyone within a pre-defined Member Group.
   • Entire Organization: Adds every member in the system to the event list.

Step 4 – Set user and timing

1. Select the Responsible User who will be leading or documenting the session.
2. Determine your Timing:
   • Start Now: Begins the event immediately. You must set a time in the Ends At field.
   • Schedule: Plans the event for a future date. You will need to select the date, start time, end time, and total duration.
3. Click Create. The event will now appear in your Daily Schedule, ready for participation tracking.