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Link requirements to an activity definition

This flow describes how to link specimen, observation, and charge item requirements to an activity definition in MANSOQ. Pre-requisites - You create a new activity definition, or you edit an activity definition that exists. See Create an…

3.1 · versioned documentation · 2 min read

Overview

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

Pre-requisites

Permissions

Permission Access
Can Create Activity Definition on Facility Create 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.

2. Link specimen requirements

  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. MANSOQ opens a panel with the specimen definition form. The activity definition form stays open behind the panel.

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

3. Link observation requirements

  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. MANSOQ opens a panel with the observation definition form.

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

4. Link charge item definitions

  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: MANSOQ 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

Related

Concepts:

Flows:

Source evidence

References are pinned to the private MANSOQ source repository. Repository access is required to open these links.