Overview

The Tasks module allows users to send messages (tasks) to other users (and/or themselves) throughout the medical centre.

Tasks are created either;

• During a patient’s consult by a practitioner (as explained in this topic).
• Via the Message Centre by any user.

Create a Task During a Patient's Consult

1.      Within the patient's record, locate and click   to call the Consult panel.

2.      Locate and click   located at the top of the Consult panel. The Create Task panel opens, and a new task is started for you.

 

3.      The current user is added to the To field by default (allowing a user to create themselves a task).

o      Remove recipients by clicking the x next to their name.

o      And recipients by clicking within the To field, and selecting one of the following:

•       All users (if all users at the centre are required)

•       A user group, such as Nurse - CP

•       Individual users

 

4.      Enter a Show From date and Show From time to indicate when the task should be sent to the recipients.

o      The default values are 'Today' and 'Now' (i.e. the tasks will be sent immediately

o      The date can be no later than 5 years from today.

5.      Enter the task message.

6.      Click to save the task. The task is saved to the patient’s Timeline as a reminder.

 

7.      Via the Timeline a practitioner can click the task, and if they are on the list to receive the task, click  The task is then removed from the Timeline's 'All Past History' view. However, it remains in the Timeline Tasks view.