Creating a Task

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.