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.
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Select View Activities from the menu.
⚠️ Ensure that you are under the Activities tab by having the activities selection highlighted
3. Locate the Correct Activity and click 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.
4. Export as PDF or Delete Activity
On the top-most part of the activity form, there will be save options available. Besides that is the EXPORT AS PDF and DELETE
Export as PDF: will save that activity form as a PDF to your local device
Delete: This will erase the form from your activity list, permanently.
A pop-up will appear to confirm the deletion of the activity to prevent accidental deletion.
5. Getting Help
For additional guidance:
Visit the Help Center located on the T-Res landing page.
Or contact support at support@tres.net