Migrating to Tasks

The next phase is the migration of your existing Vision 3 Daybook task management system to Tasks. The following plan is designed to facilitate this in the most effective way possible:

Migrating to Tasks Email

Your nominated contact receives your Migrating to Tasks email, this contains the following details:

  • Key Dates - Your dates for migrating to Tasks.

  • Training - The various training sessions we are running that your staff can attend for Tasks.

Preparing for Tasks

In conjunction with Cegedim Healthcare Solutions staff, you must prepare your system for the Tasks migration, see Migrating from Daybook to Tasks in the Tasks Help Centre for details.

Training Tip - Use the Vision 3 Daybook to Tasks Migration Checklist, created to help you monitor the progress of your pre-migration tasks.

Training

Once dates for your Tasks migration is agreed, practice staff should start preparing by completing their training. To ensure all learning styles are catered for, the following training options are available:

  • Tasks eLearning, please log into the Learning Zone and see your My To-Do List.

  • Nominated staff attend either one of the following scheduled live webinars with a Cegedim Healthcare Solutions Trainer.

    • Click here to book your Webinars.

See Training Plan for Existing Vision 3 Practices and The Learning Zone for further details.
Training Tip - Ask staff to record any queries in one place. This enables you to assist each other as you go through and gives the practice contact one place to look for any queries that are outstanding.

Migration

The Tasks migration is run.

See the Tasks Help Centre for further details about this exciting new application.

Completion

This is what you have been working towards! Your move Cegedim Primary Care Hosted Solution is complete.

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