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Version: 3.1

Link requirements to an activity definition

Overview​

This flow describes how to link specimen, observation, and charge item requirements to an activity definition in Care.

Pre-requisites​

  • You create a new activity definition, or you edit an activity definition that exists. See Create an activity definition.
  • You have the permission listed below.

Permissions​

PermissionAccess
Can Create Activity Definition on FacilityCreate and change activity definitions for the facility. Facility Admin and Admin roles hold this permission.

Steps​

1. Open the Requirements section​

Open the activity definition form. Go to the Requirements section.

  1. Select Specimen Requirements.
  2. Search for a specimen definition.
  3. Select one or more specimen definitions.

To make a new specimen definition, select Create New. Care opens a panel with the specimen definition form. The activity definition form stays open behind the panel.

Note: Care shows only the active specimen definitions of the facility.

  1. Select Observation Requirements.
  2. Search for an observation definition.
  3. Select one or more observation definitions.

To make a new observation definition, select Create New. Care opens a panel with the observation definition form.

Note: Care shows only the active observation definitions of the facility.

  1. Select Charge Item Definitions.
  2. Open the resource category that holds the charge item definition.
  3. Select one or more charge item definitions.

Note: Care does not give a Create New option here. Create the charge item definition first. Then link it.

5. Save the activity definition​

Select Create for a new activity definition. Select Save for an activity definition that exists.

Expected Outcome​

  • Care links the selected specimen definitions, observation definitions, and charge item definitions to the activity definition.
  • The activity definition page shows the linked definitions.

Concepts:

Flows: