Hi Rasmus | Lumary: Completing a Staff Only Activity in Hi Rasmus and Sending to Lumary

This article covers how to complete a scheduled staff-only activity in Hi Rasmus, such as drive time when it's the day of the scheduled appointment or if it's an appointment that happened in the past. 

How to Complete Staff Only Appointments Day Of

How to Complete Staff Only Appointments in the Past

How to Complete Staff Only Appointments Day Of

1. Find your scheduled appointments on your "Home Page" or the "My Schedule" page for today

   1. These staff only appointments might be labeled as drive time, team meeting, break coverage, etc. 
2. Find today's scheduled appointment and select "Start Activity" 
3. Select "Start Activity" to confirm you are clocking in for that appointment
   1. this can remain running while you drive, have a team meeting, etc. 
4. Once your scheduled appointment is complete, select "Finish Activity"
5. Select "OK" to confirm you are finishing the activity
6. Select "Complete Session Notes" if your organization required a note
7. Fill out what's required on your Session Note 
8. Sign the note if it's required and send over to Lumary
   1. Some organizations require a required additional signature so the send now button may not appear

How to Complete Staff Only Appointments from the Past

1. Go to your "My Schedule" page and find the appointment on date you need.
2. Select the three vertical dots on the appointment and select "Add and link new activity."
3. The activity type will automatically fill in based on the session mapping, along with the start and end time of the scheduled appointment. You will not be able to change the date or the staff member. 
4. Select "Save and link."
5. Fill out the session note or documentation - according to your company policy - just as you would for a same day appointment
6. The activity will be linked and can be completed as usual