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Activity Types: Detailed Overview of Column Values in Setup

This guide provides a comprehensive understanding of the various activity types and their functionalities within Setup > Program Values. Each type serves specific purposes, enhancing the user experience and ensuring compliance with program requirements.

1. Upload

  • Purpose: Utilized primarily for TCM billing.
  • Functionality: When both Upload and F2F options are enabled, the activity is marked as Billable based on the outcomes of the Target Population assessment.

2. Face-to-Face (F2F)

  • Purpose: Identifies activities that occur directly with clients.
  • Functionality:
    • If both Upload and F2F are active, the activity is deemed Billable using the Target Population assessment results.
    • F2F activities are restricted (not shown or creatable) if there is no Target Population or if the activity date falls outside the current enrollment period.

3. Smart Memo

  • Purpose: Streamlines documentation.
  • Functionality: Activities must have this option enabled to appear in the Smart Memo creation section under Setup > Smart Memos.

4. Empty Memo Valid

  • Purpose: Ensures integrity in activity documentation.
  • Functionality: Activating this option allows for tracking updates in assessment memos. Any discrepancies or errors trigger notifications within the Enrollment > Errors dialog once an assessment is closed.

5. Care Plan

  • Purpose: Facilitates comprehensive care management.
  • Functionality: Must be enabled to allow the creation of new Action and Follow-up memos within a Care Plan associated with the selected activity.

6. Audit

  • Purpose: Ensures compliance and quality control.
  • Functionality: Only activities marked with this option are visible to auditors, essential for NFP assessments.

7. Color

  • Purpose: Allows conditional color-coding of the Activity List in the client profile.
  • Functionality: By default, all activity types will show in black font. To change the color of the font, select from the drop-down menu. 

 

 

Understanding these settings helps in correctly configuring activities to meet specific needs and regulatory requirements, ensuring effective management and reporting within the ECM framework.