Add New Task

Tasks are used for intra-office communication.  Select at the top of the page from anywhere in the chart

• To add a new task, select 
  • TITLE – Enter a task title
  • TASK DESCRIPTION – Enter details on the task requested
  • CREATED BY – Auto-selects the user currently logged in
  • ASSIGN TO – Choose staff member to send task from the drop-down tab. Choose UNASSIGNED if open for any staff to accept
  • DUE DATE – Auto-populates today’s date
  • PATIENT – Pull patient name into box by typing in names. Select from options.
  • NOTES – Add any extra notes
• Select

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Tasks to be Completed

Displays tasks assigned to user signed in

• To view task, select  next to the task name
• To respond, enter text within TASK DESCRIPTION and/or NOTES
• ASSIGN TO will auto-populate to the staff member that created the last edits
• Select and new task will be created and displayed on the ASSIGNED TO chart.
• Select  to end communication and close task

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All Open Tasks

• Displays all open tasks that user is a party to and have yet to close