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Add Intervention and enable auto check-in

Learn how to create and manage interventions using the Provider Tools menu, including scheduling, auto check-in, and assigning facilitators.

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Written by Connor Baeza
Updated over 3 months ago

You can add interventions through the Provider Tools menu. Here's how:

Steps to create a new intervention

  1. Go to Provider Tools, then click Interventions.

  2. Click Create New Interventions.

  3. Fill in the required fields highlighted in orange.

  4. To set dates follow the below bullet points.

  5. Click Save.

  • Click Data/Schedule Edit.

  • Use the calendar icon to choose a start date and time.

  • Under Frequency, select how often it repeats. For more than once per week, choose Custom.

  • Under Repeat Ends, choose when it should stop (by session count or date)

πŸ€“Tip: You can add multiple schedules without removing previous ones. Saved schedules appear in the calendar overview.


Set up auto check-in (Optional)

  • In Maximum Sessions Allowed, enter how many sessions can be automatically checked in.

  • If left blank or set to 0, this feature is disabled.

  • Enable auto check-in to automatically mark attendance.


Assign facilitators and venues

  • Select facilitators for the intervention pool.

  • Choose default facilitators.

  • Select venues and set a default venue.


Set domains and reporting hubs

  • Choose one or more primary domains.

  • Select sub-domains.

  • (Optional) Restrict reporting to specific Hubs.


Assign managers or co-workers

  1. Click Next (Managers).

  2. In Manager access for providers in Hubs box, type the name of the person.

  3. Check the Is Manager next to their name.

  4. Click Save Changes.


Add documents (Optional)

  • Go to the Images/Documents tab.

  • Upload any relevant files or images.

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