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View Tasks

Click on Tasks in the top navigation area to view tasks assigned to you. View Tasks

Task Details

Clicking on a task will bring up the task details on the right pane.

  • Clicking View Patient will open the patient's details.

  • Clicking View Notes will open the patient's notes.

  • Tick the Completed box to mark the task as complete. It will still be saved in the patient's Completed Tasks, but will no longer be in your To Do queue. Task Details

Tasks to Notes

Task contents can be saved to a patient's notes. When you have completed a task, click "Save to Notes" which will complete the task and save it in the patient notes to give greater visibility if you need it.

Task to Notes

Adding comments to a Tasks

You can quickly add comments to tasks, and optionally reassign them to another user in your team in the bottom area of the patient details. Task Comments

Editing a Task

If you need to change the Due Date or Title of a Task, click the button. Task Details