Creating a Task

You can workflow a scanned document from Vision 3 by creating a task and attaching the document to it. To create a task and add an attachment:

If you use Tasks as your task management system:

  1. From Consultation Manager, select the patient in the usual way.

  2. Select Tasks - Add New Task:

  3. Tasks automatically opens, the New Task screen displays and the selected patient details populate automatically.

  4. Select the Recipient(s) and complete the New Task screen as required, selecting Attach , navigating to and selecting the scanned document required, see Creating a Task for further details.

If you use Daybook as your task management system:

  1. From Consultation Manager, select the patient in the usual way.

  2. Select Tasks - Add New Task:

  3. Daybook automatically opens, the Issuing New Task screen displays and the selected patient details populate automatically.

  4. Tick Attached to document and select the document required, see Adding a Task for Action for further details.

Note – To print this topic select Print in the top right corner and follow the on-screen prompts.