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Creating and Saving New Activities

  • Updated

 

This guide will walk you through the steps of creating and saving new activities in T-Res.

1. Log in to Your T-Res Account

  • After logging in, look at the header section at the top of the page.

  • You will see several tabs available for navigation.

2. Access the Activities Tab

  • Hover over the Activities tab.

  • A dropdown menu will appear.

  • Select Enter New Activities from the menu.

3. Activity Entry Page

You will be redirected to the Activity Entry page.
Here, you can input your activities or case logs.

The form usually contains the following sections:

  • Activity Detail

  • Patient Interaction

  • Self-Evaluation

  • Other Information / Private Notes

⚠️ The exact sections may vary depending on your program.

4. Saving Your Activity

Once you have completed all the required fields, you can save your activity in three different ways:

  1. Save – Saves the current activity.

  2. Save and New – Saves your current activity and opens a new blank form so you can quickly enter another activity.

  3. Save and Duplicate – Saves your current activity and creates a new entry with the same information pre-filled, allowing you to make quick adjustments without retyping everything.

5. Getting Help

For additional guidance:

  • Visit the Help Center located on the T-Res landing page.

  • Or contact support at support@tres.net.