Creating and Replying to Tasks

Tasks can be added to a Task List or sent to a User Inbox.

Add a General Task

  1. To add the task to a specific task list, highlight the task list first.
  2. In the Tasks area, click Add Task.
  3. Enter the task information. See Tasks Window.
  4. Click OK to send the task to the specified task list. Everyone subscribed to the task list will be notified of the new task. Or, click Send To, then select an inbox to send the task to.

Add a Task attached to the Currently Selected Patient

  1. In the Main Toolbar, click To Task List.
  2. Select the Task List, then click OK.
  3. Enter the task information. See Tasks Window.
  4. Click OK to send the task to the specified task list. Everyone subscribed to the task list will be notified of the new task. Or, click Send To, then select an inbox to send the task to.

Add a Task and Send Copies to Multiple Task Lists

  1. In the Tasks area, click Add Task.
  2. Enter the task information. See Tasks Window.
  3. Click Send To.
  4. Check the box for Send copies to multiple.
  5. Select the task lists and click OK.

Note: The task will be copied and sent to multiple lists at once. Each copied task will have its own task number assigned.

Reply to a Task / Add a Note to a Task

  1. Open the task.
  2. Click Add to add a Note.
  3. Enter the Note. Click Auto Note to insert Auto Notes.
  4. Click OK to save.
  5. Click OK to leave the task in the current task list. Or, click Send To, then select an inbox to send the task to. Or, click Reply to send the task to the last person who sent it.