Activities/Traffic

:recorded activity or actions performed by the A/E. ‘Phone out’ and ‘tours conducted’ are examples of recorded activities (recorded in notes). Activities can be reported based on community, A/E, or in total. Activities provide information on how the A/E is utilizing their time as well as the action steps preformed with a prospective resident or referral source.

During the implementation process certain activities can be set for reporting or ‘flagged’ to report as specific actions. The activity of ‘Phone out – no contact made’ can be recorded as the activity performed but not ‘count’ as a completed call-out for reporting purposes. These flags can be set during implementation and accessed through Administration, Activities.