Use the app

Create presets and weekday rules

Reduce repeated entry while keeping the saved record tied to what actually happened.

Quick answer: A direct-care preset fills a saved duration into its matching location field. An indirect-care preset inserts reusable description text; it does not add time. Weekday automation can prefill a draft. Review every value before saving.

Last reviewed October 9, 2026

Create useful presets

  1. Open Settings, then Presets.
  2. Enter a clear name, choose its duration in 15-minute increments, set the location, and select Save Preset.
  3. Create short indirect-care tags such as Chart review, Labs, Referral, or Care coordination. A tag adds wording to the activity description, not to the time field.
  4. Keep the library short. A few recognizable choices are easier to review than a long list of near-duplicates.
Presets settings with the direct-care preset form and saved indirect-care description tags
Direct-care presets store a duration and location. Indirect-care presets are reusable description text.

Set up a weekday rule

  1. Open Settings, then Automation, and turn on weekday automation.
  2. Choose a weekday and select the direct-care preset or usual direct minutes and location.
  3. Add indirect minutes and activity tags only when they are genuinely routine for that weekday.
  4. On the next matching day, review the draft before saving. Automation starts an entry; it does not certify the time.
Weekday Automation settings with a weekday selector, direct-care preset, time fields, and activity description
Each weekday can have its own draft routine. Keep only values that are genuinely expected, then correct the draft to match the day.

Keep shortcuts accurate

  • Update a preset when clinic hours, location, or the work pattern changes.
  • Remove descriptions that are too general to explain what you did.
  • Never use a preset or automated amount as a substitute for the actual daily total.

Important notes

  • The Ministry and OMA guidance require actual time worked and activity summaries for support categories. A prefilled draft still needs your review.

Sources