To add new action items in DocsInk Desktop Application

  1. Pull up your CCM Patient List
  2. Click on the carrot next to “CCM Patient List Assignments” at the top of the page
  3. Choose “Action Items”
  4. Click the “+Add New” button and enter the action item title and default time length
  5. Save

To edit an action item…

  1. Pull up your CCM Patient List
  2. Click on the carrot next to “CCM Patient List Assignments” at the top of the page
  3. Choose “Action Items”
  4. Click on the action item in the list that you wish to edit
  5. You can now change the title, default time length, or deactivate this particular action item
  6.  Save
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