Tasks and Followups - Overview
Introduction to the completion of tasks.
Adding a Task
Add Task via CR Dashboard Steps: 1. Click Dashboard 2. Click Task 3. Click New 4. Select Task type 5. Select and complete relevant fields: Patient/Contact Assigned to Note Start Date Due Date Due Time 6. Click Create Tas...
Viewing my tasks via Dashboard
View My Tasks via Dashboard See also: Dashboard Interface Steps: Dashboard My Tasks Or Dashboard Tasks My Tasks Note: A user will get a notification when a task has been assigned. ...
View Tasks from Patient Record
View Tasks from Patient Record Steps: Patient Record Tasks ...
View Tasks from Location
View Tasks from Location Steps: From dashboard. Click Locations. Click show. Click Tasks. System displays the tasks that has been assigned to the location. ...