Home Tab

The Home tab contains the options needed for day to day creating and actioning tasks:

New

• Task (F2) - Creates a new task.
• Task for me (Ctrl +F2) - Creates a self-assigned task.
• Announcement (Ctrl +F3) - Creates an announcement.

Task

• Open (Ctrl +O) - Opens a highlighted task.
• Add Comment (Ctrl +W) - Adds a comment to a task.
• Edit (Ctrl +E) - Edits a task.
• View Document - To open Document Viewer for a document attached to a selected Task.

Action

• Reissue - Reissues a completed task.
• Withdraw - Withdraws a task you have created.
• Reject (F6) - Returns a task, uncompleted, back to its originator.
• Complete (F7) - Starts the completion process of a highlighted task.

Express Interest

• Accept (F4) - Indicates to others you intend to work on this task.
• Decline (F5) - Indicates to others you do not intend to work on this task.

Patient

• View all tasks - Lists all tasks for the patient associated with the task selected.
• Add to medical history (F9) - Adds a medical history entry to the selected patient's record.
• New appointment (F8) - Adds a new appointment to a selected patient.
• Consultation Manager - Opens Consultation Manager. If a patient has been selected.
• Select a Patient - To view all tasks for a specific patient.
• Edit contact details - To add or update the selected patients contact details, see Edit Contact Details for details.
• Patient - The patient name displays here to act as a reminder of which patient record the above actions update.