What are Actions?

Overview

Actions are flexible tasks you can assign to patients to help direct their care journey. Actions may direct a patient to complete something in the platform (e.g., Send Health Records) or may remind them to do something outside of the system (e.g., Complete Blood Draw).

📌 Note: To enable Actions for your clinic, please contact your clinic’s EngagedMD Representative.

📌 Note: Depending on your clinic's EngagedMD plan, Actions may be limited use. If you are interested in expanding your use of Actions, please reach out to your EngagedMD Representative.

Creating Actions

To create a new Action:

1. Navigate to the “Library” tab on the left-hand sidebar
2. Select the “Actions” subtab
3. Click the “Create” button
4. Enter the Action name
5. Set a priority for the task
6. Enter details about the action
7. Select “Save & Publish”

Assigning Priority

When creating or editing an Action, staff must assign a priority level.

Priority options:

• Critical (default)
• High
• Medium
• Low

Setting Participants and Requirements

1. Select Participants
   1. Choose if the Primary Patient, Related Patient, or both will be assigned the Action
   2. At least one participant must be selected
      
       
2. Set Required Participants
   1. Choose which participant(s) must complete the Action for it to be marked complete
   2. At least one must be marked as required

Note: If only one participant is required, the Action will be marked complete as soon as they finish it. It will still appear on the other participant’s checklist, but it will appear as completed in the staff portal.

Text Formatting

When configuring an Action description, staff can use rich text formatting, including:

• Bold, italic, and underline
• Line breaks and bullet points
• Embedded links and phone numbers

Note: Embedded phone numbers will appear as links and can be tapped for one-touch dialing on mobile devices.

Adding Attachments

Attachments can be added to Action templates or during the assignment process.

Template Attachments

• Up to 10 attachments per Action
• Supported file types: PDF, JPG, PNG
• Attachments can be viewed and downloaded in the preview screen

Note: Patient-specific attachments can be added during the assignment flow.

Editing Actions

To edit an existing Action:

1. Select the Action from the list
2. On the Action Detail screen, select “Edit” in the top right corner
3. Modify the name or description as needed 
4. Save your changes

Note: When a task template is updated, the change only applies to new assignments. Existing assigned tasks will remain unchanged.

Viewing Actions

In the “Actions” section, staff can view all Actions, their status, the creator, and the date they were last updated.

1. Navigate to the Library tab on the left-hand sidebar
2. Click the Actions subtab
3. Enter at least 3 characters in the search bar to find Actions
4. Select the gear icon on the far right to adjust which columns are shown.
5. Use the page controls:
   1. Change the number of Actions displayed per page (10, 25, or 50).
   2. Navigate between pages with the arrows (< >)
6. Use the “Status” dropdown at the top to filter by:
   1. All - Every Action
   2. Published - Ready for assignment
   3. Unpublished - Not yet available for assignment
   4. Archived - No longer accessible (Archiving cannot be undone)

Unpublishing or Archiving Actions

1. Select the Action from the list.
2. In the Action Detail screen, select the “⌄” icon next to “Edit”
3. Choose “Unpublish” or “Archive”
4. Close the Action Detail screen when finished.

Need More Help?

For questions or concerns, please reach out to our Support Team.