Daybook Tab
For specific message types, tasks can be automatically created when a message is received.
This option is currently available for:
- CDA messages.
To set up the auto-create option:
- From Mail Manager
select Tools - Options, select the Daybook tab.
- Tick the choices you require:
- Auto-create 'Review clinical document' task - Select to automatically create a clinical review task when an appropriate message is received.
- Auto-create 'Message assigned to deducted patient' task - Select to automatically create a task to notify a designated member of staff that a message has been received for a deducted patient, then select the member of staff from the available list.
- Auto-create 'Failed message validation' task - Select to automatically create a task to notify a designated member of staff that a message has been received that has failed validation, then select the member of staff from the available list
Important - Remember to set up the Task Templates within Daybook - Maintenance - Task Templates - INPS Templates, for Daybook users or Tasks - Settings - Tasks - Task Templates for Tasks users.
Note - To print this topic select Print
in the top right corner and follow the on-screen prompts.
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