Processing Tasks
How do I know I have received a Task or message?
Notifications are displayed on your user profile button 
.
A single click on the user profile button and your notifications are displayed:
Double click the notification to open the task, or select 
to clear the notification without opening it.
What type of Notifications might I receive?
The following notifications are possible:
- New task received - Received when a new task is allocated to you.
- Task rejected - Received when a task you have sent to a recipient is refused by them. The rejection reason is displayed in the Activity section of the task.
- New comment added - Received when a recipient adds to a conversation on a task you have sent or commented on.
- New Announcements Received - You are also notified of new announcements by the announcement count turning red:
Is there a quick way to view contact information for a patient?
To view the contact information of a patient attached to a task, simply select the patient name and their demographics are displayed.
See Viewing Patient Contact Information for further details.
How do I send an internal message about a Task?
To start, or add to, a Conversation:
- Select the required task.
- Now, select the Conversation tab
. - Any existing messages are now displayed.
- Type in your message, up to 1000 characters:
- Select Send.
- All recipients are notified via their user profile that something is pending.
See Conversations for further details.
Where are the available processing options on a Task?
Select the Options menu 
to access the processing options from any specific task.
See Processing a Task for further details.
How do I forward a task?
To forward a task to a new recipient, simply select Edit from the options menu, add them to the Recipient list and select Update.
How do I find a task?
Enter any of the following into Search 
:
- Patient name (surname first)
- Subject
- Sender
- Part of the description
As you type the smart search automatically displays matching tasks under the search.
See Searching for a Task for further details.
What happens to my tasks when I am away?
If you are due to be away you can set up an Out of Office facility to redirect your tasks to a staff member of your choice.
See Setting an Out of Office for further details.
What does the red line mean?
The red stripe in front of a task indicates that the task is urgent:
Why is there a date in red
When a task falls overdue the date is displayed in red:
