Activity templates define what an activity will include—like forms to fill out, goals to assign, or other tasks. These are used when scheduling activities for members and help ensure a structured, repeatable approach to common workflows.

To create an activity template:

1. Go to the Templates section and click the Activities tab.
2. Click + Add Activity Template.
3. Enter a title and an optional description to help your team understand when and how to use the activity.
4. Select whether the activity should be billable by default. If you choose to make it billable, you can enter the default billing codes including diagnosis codes, place of service, and modifiers.
5. Add one or more tasks to the activity. These can include:
   • One or more flows (scripts or assessments)
   • A pre-written email message or an email template
   • A text message (SMS) (if your organization has this enabled)
   • A group event

Tasks are added in sequence and will appear in the same order when the activity is launched. This allows you to guide your team through a specific order of actions, such as completing a flow before sending an email.

You can include as many tasks as needed. Once all information is added, click Save.

This template will now appear as an option whenever someone schedules an activity.