Activities Guide

Activities are assignments for students to create new patient charts or access existing ones, as well as access live simulations.
 

Create a New Activity

 
 
  1. Ensure a course is created, as activities can only be added within a course. For detailed instructions on creating a course, please refer to our Courses Guide.
  2. Navigate to your Home page or access the Courses page from the left sidebar. From there, find the course you wish to add an activity to and click Manage Course to enter the Course settings.
  3. Click the Add Activity drop down and select 'New Activity' to build an activity from scratch, or 'Activity From Template' to use a pre-built activity template. For guidance on creating templates, refer to the "Creating Activity Templates" section below.
  4. Proceed to fill out the New Activity form according to your preferences. (More detailed information about the new activity form can be found in📋 New Activity Form Details info box below.) Utilize the +Add Patient button at the top right to add patients to your activity. You can select one of ChartFlow's prebuilt patients, use patients shared by your institution, or add ones you created. For detailed instructions on creating a template patient, refer to our Patient Template Guide.
  5. Press Save to create the Activity.
  6. After hitting save you'll be in the details tab. Where you can edit the activity details and make your activity into a template. This feature allows you to convert your activity into a template for future use and can be added to any course later.
  7. Your activity has been successfully added to your course and is now prepared for sharing with students.
  8. You can Preview the Activity as a student using the green student view button on the right of the activity.

📋 New Activity Form Details

  • Activity Name: Choose a descriptive name for your activity.
  • Activity Experience: Select from the New Patients, Template Patients, or Simulation activity experiences. See the 📝 Activity Experience Types info box below for more details.
  • Group Work: For Template Patient activities, you can enable group work for shared patient charts. Simulation activities have group work enabled by default while the New Patients activity experience is independent work by default.
  • Available Visit Types: This section allows you to limit the activity to one or more of the four visit types using a multi-select dropdown. The available visit types are Inpatient, Long-Term Care, Outpatient, and Run Report. You can select one, two, or three visit types to limit the activity to those specific types. Alternatively, you can leave this section blank, which will allow all four visit types to be used in the activity without any limitations. For more information on visit types please refer to our Patient Template Guide.
  • Visible: Establish a release date for the activity. This feature ensures that students cannot access the activity prior to the specified date. On the designated release date, the activity will automatically become available to students without any further action required from the instructor.
  • Due Date: Optionally set a due date for the activity. Students won't be able to access the activity past the due date.
  • Student Instructions: Provide instructions for students, which will be visible in the activity.
  • Instructor Description: Add notes for instructors, which are only visible to instructors.
  • +Add Patient: Use this button to incorporate patients into your activity. Choose from ChartFlow's pre-designed patients, those shared by your institution, or ones you've personally created. You have the flexibility to add a single patient or multiple patients to an activity, depending on your requirements.

📝 Activity Experience Types

👤 New Patients:
Students create their own patients, intended for clinical assignments. Please note that due to HIPAA regulations, names cannot be changed. Additionally, there is no group work option available.
📚 Template Patients:
Add pre-built patients from the library, including Chartflow's system patients or those created by you or your institution. By default, students receive individual copies, but you have the option to enable group work for students to share patient charts.
🎬 Simulation:
Utilize pre-built patients for live simulations through ChartFlow's Simulation Control Panel, enabling you to trigger unfolding events in real-time, fast forward time, reset simulations, and more. Group work is automatically enabled for this experience type. For detailed instructions on using ChartFlow's Simulation Control Panel, please refer to our Simulation Control Panel Guide.
 

Manage and Modify Existing Activities

 
 
  1. Find the activity you wish to manage or modify under its corresponding course.
  2. Click on "Grade & Manage" located to the right of the activity you want to manage or modify.
  3. Click on the Details tab on the top to the left of the grading tab. (For more information on grading see our Grading Guide)
  4. Feel free to make any necessary modifications to the activity form.
  5. You have the flexibility to modify various aspects of the activity, including adding or removing patients, changing the activity name, adjusting due dates or visibility dates, updating student instructions or instructor notes, and converting the activity into a template for future use.
  6. Once you're done managing or modifying your activity, just hit Save.
 

Creating and Adding Activity Templates

 
 
  1. After creating an activity following the steps in the "Create a New Activity" section above.
  2. Find the activity you created under its corresponding course and click "Grade & Manage".
  3. In the Details tab, locate the white "Make Activity into Template" button at the bottom of the page.
  4. Click this button to convert your activity into a template. (Any previously made activity can be made into an activity template.)
  5. You will get a notification on the top right that your activity has been made into a template.
  6. The activity template will be added to the Activity Templates page, accessible from the Templates dropdown menu on the left sidebar.
  7. Alternatively, to create a template activity directly:
    • ➤ Click on the Templates dropdown on the left sidebar.
    • ➤ Select "Activity Templates".
    • ➤ Click "+ New Activity Template".
    • ➤ After creating you activity here it will automatically become a template.
  8. Activity templates can be set as private or public for your organization. To adjust the privacy settings, click " Edit Activity" and use the privacy dropdown menu to choose your preferred option.
  9. To add an activity template to a course or template course:
    • ➤Navigate to the course or course template where you want to add the activity, then click "Manage Course" or "Edit Course" as appropriate.
    • ➤ Click "Add Activity", then select "Activity From Template".
    • ➤ Choose the desired template and click 'Add'.
    • ➤ Activity templates will be saved and a part of the course template. For more information on course templates see our Courses Guide.
 

Manage and Modify Activity Templates

 
 
  1. Click on the Templates dropdown on the left sidebar.
  2. Select "Activity Templates".
  3. To edit an activity template, click "Edit Activity" on the right of the activity name.
  4. There you can edit the activity name and description in the Details tab, or manage patients and other settings in the respective tabs. You can add new patients, modify existing ones, or remove patients as needed.
  5. To create a new copy of an activity template while keeping the original unchanged:
    • ➤ Click "Copy and Edit" next to the activity template.
    • ➤ This creates a new copy that you can modify without affecting the original template.
    • ➤ Make your desired changes to the new copy.
  6. Remember, changes made to an activity template will not affect activities that have already been created from that template.
 

If you have any questions, feedback, or need assistance, please don't hesitate to reach out to our support team at [email protected]

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