Creating your first event

1) Before you can start creating cases, you need to create your first event. 
  • Click  Event Planning
  • Click Add New event
  • Click Add Staff (add shift time/dates, Event Name and Address) 
  • Click Save
  • Click 'Proceed to Event Plan' button after saving.


 You are now in the event medical plan.  On the first tab (info), change the "Status" to "ACCEPTED".   Once an event is accepted, you will be able to assign medical cases to it.
 NOTE:  Ordinarlly you would not set an event to ACCEPTED yourself if you are using the online booking system for your clients.  If bookings are enabled, the status will change to ACCEPTED automatically once the client completes the booking link contained in their quote.
2)  You can now go back to the dashboard and start your shift, and create a medical case!
  •  Click Dashboard
  • Click Assign Event
  • Search for the event you created, set the shift finish time 
  • Click Update.


3)  You will now see an array of medical cases you can create.
Video Demo below:
  • 0 Users Found This Useful
Was this answer helpful?

Related Articles

How do I setup pracflo for the first time?

Click Settings on the left menu tab. Click 'Clinic details' under general settings. Enter all...

Adding Users

Adding Users: 1.  Go to settings 2.  Click User Management at the top of the settings page,...

How to use Pushover to reduce SMS costs for Notifications

It doesn't take long to rack up SMS charges at 10c a pop.  Especially when you are using pracflo...

How to create a patient care report?

Creating a patient care report (case sheet) is really easy with pracflo! 1) First make sure you...

How to allocate shifts

Allocating shifts is a breeze. Firstly you need to have some events that have been marked as...

Powered by WHMCompleteSolution