Tasks

Tasks are a way of communicating internally either as a way of recording phone messages or as a reminder for yourself or other users.

Tasks are accessed through the Open menu (Open > Tasks). The tasks listed are the tasks that are yet to be completed. The User or type of Tasks displayed can be changed using the drop down menus at top right. Tasks highlighted in red are tasks that have been marked as urgent.

Double click on a Task to view its details. This will automatically mark the Task as 'Read'.

If the Task is linked to a patient, the patients clinical file can be opened by clicking on the Stethoscope icon. If the Task is linked to an Address Book entry the Address Book details can be viewed by clicking on the Doctor icon.

To reply to the Task click the Reply button, which will open up another Task window with the body of the original Task copied into it.

If the Task is complete, tick the Completed box and save using the OK button.

To send a task, click the Blue Plus button and type a subject in the subject line and the detail of the message in the large blank text area. Ticking the Urgent box will mark the task as urgent, and the task will be displayed in red. Enter the date that you or the recipient want to be notified. Mark who you want the message to go to by ticking the box next to their name in the 'Send Message To' column on the right, or you could select your own name so the task acts as a reminder.

You can also link the task to a patient by either creating the task while in their clinical record though Tools > Add Task, or clicking on the Link to Patient button. This will keep a record of the task in the Tasks section of the 'Other' tab. Similarly, the Task can be linked to a person in the Address Book using the Link to Address Book button.

You will receive your tasks in the navigation palette as either green for non-urgent tasks or red for urgent.

You can view your Tasks by clicking on Tasks in the navigation palette. This box will stay in the navigation palette until you have read all your tasks and when you receive a new Task. Tasks can be viewed and marked as completed at any time through Open > Tasks.