Adding Tasks

ClosedHow do I add a Task?

Simply select New Task from anywhere within the Tasks app, complete the details as required and select Send.

See Creating a Task for further details.

 

ClosedHow do I add a Task from a Template?

Simply select Templates and select from the list offered, complete the details as required and select Send.

See Creating a Task from a Template for further details.

 

ClosedWhat Templates am I offered in my list?

When you select Templates , you are presented with a list of Templates to select from. Depending on how your system manager has set your templates up, and which staff groups you are a member of, you are offered either a short list of your most frequently used tasks or a longer list with your most frequently used at the top.

See Creating a Task from a Template for further details.

 

ClosedHow do I add a task from Consultation Manager

To add a task from Consultation Manager:

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

  2. Select Tasks - Add New Task.

  3. Tasks is automatically opened with the New Task screen displayed and the selected patient attached. If you want to select a task template, you need to close the New Task screen, select Templates and then select the appropriate template.

  4. Complete the task details as required.

  5. Select Send.

  6. Close Tasks using the in the top right corner and return to Consultation Manager.

 

ClosedHow do I add a task from a reminder?

You can add a task from a reminder in both Consultation Manager and Appointments .

  1. Simply right click on the reminder and select Add task.
  2. Tasks is automatically opened with the New Task screen displayed and the selected patient attached. If you want to select a task template, you need to close the New Task screen, select Templates and then select the appropriate template.
  3. Complete the task details as required
  4. Select Send.
  5. Close Tasks using the in the top right corner and return to Vision 3.

 

ClosedHow do I add a self-assigned Task?

A self-assigned Task is a Task that you create to remind you of something, for example an appointment or a letter to write.

Simply select New Task from anywhere within the Tasks app and select yourself in Recipient:

and complete the Task in the usual way. See Creating a Task for further details.

Note - All tasks can be viewed by system managers, this includes self assigned tasks.

 

ClosedHow do I send a task to two or more recipients?

To send a Task to two or more recipients, simply select the first recipient in To and then repeat until all the recipients are listed:

See Creating a Task for further details.

 

ClosedHow do I know if someone is away?

When you select a recipient for a task, if they have an out of office set up, their name is displayed in red and their nominated recipient listed in brackets. If you select a staff group where a member of the group has an out of office set up, the number of staff with an out of office is shown in brackets.

See also Setting an Out of Office.

 

ClosedHow do I see what other Tasks are linked to a particular patient?

Once a task is selected, if there are other outstanding tasks for the same patient, 'n other outstanding tasks associated with' is displayed where 'n' is the number of tasks. Select to list the other tasks:

 

ClosedWhy should I mark a Task as Sensitive?

The ability to mark a task as sensitive enables you to create a task that exists for, but cannot be read by, inappropriate members of staff. For example, a patient calls the practice and says someone tried to call them from the practice earlier, the recipient of the call can see that the task exists and who it is assigned to and so route the call accordingly.

See Sensitive Tasks for further details.