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Editing Activities or Evaluations

  • 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 View Activities from the menu.

    ⚠️ Ensure that you are under the Activities tab by having the activities selection highlighted

3. Check if you are under Activities or Evaluations

 

 

4. Locating the Correct Activity to Edit

You will be redirected to the View Activities page.
Here, you will need to input the correct filters for the activity you want to edit

The filters tab usually contains the following sections:

  • Date

  • Activity Detail

  • Patient Interaction

  • Other Information / Private Notes

⚠️ Filters may vary depending on your program's default or personalized selection

 

Once the filters are set, click on Find Activities. From there, you can scroll through the list below and click on the edit option beside the activity and start your edit.

 

 

5. Saving Your Edited Activity

Once you have edited the 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.

6. Getting Help

For additional guidance:

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

  • Or contact support at support@tres.net