Introduction to Tasks and Task Lists 40 minutes + Q & A
Task Lists are inter-office communication for sending messages between individuals in your office or from an individual to a group. If set up correctly, any task can be a generic task or a patient specific task. If it is patient specific, it will show up in the patient's Chart Module in progress notes.
Initial Setup (5 mins)
Adding User Accounts
Show Task Lists (Bottom or Right of the Open Dental Program)
Setting up Task Lists (5 mins)
Add Task Lists
Link Task Lists to User Accounts
Subscribing to Task Lists (5 mins)
Log in as User
Right-click and subscribe to related Task Lists
Task Basics (20 mins)
To Task List
Add to task
Attach to Patient
Blocking Tasks (5 mins)
Questions and Answers (as time permits)
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