Go to the 'Clients' tab
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Find your customer and click on their name 🧑
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Select ‘Client Record’ below their name 👇
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Hover over the ‘Create’ button on the right-hand side and select ‘Action’ 👇
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Once you select ‘Action’, you can select if it was an upcoming or completed task, but ideally, you’d want to keep it as upcoming
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You can now fill in the Title and additional details ✍️ of the action, this would be everything that you want to do in this action
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Add the date and time 📅 the action has been or should be completed by
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You can choose to send it back to the client record, please note that you will not able to able to send it to the clinical record if the action is set in the future
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If you are sending this information back to the clinical record, select the relevant SNOMED codes
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Select the relevant staff member 👇 who is completing this task

Use the scroll wheel to go to the top and select the ‘Save’ or ‘Save and Send’ ✅ button
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Congratulations, you have added your Client Action to Joy! 🎉