Processing Tasks

Notification alerts display on your user profile button .

A single click on the user profile button and your notifications display:

Select the notification to open the task, or select Close to clear the notification without opening it.

The following notifications are flagged next to your name:

• New Task - Received when a task is allocated to you.
• New Comment - Received when a recipient adds to the conversation on a task you are included on.
• New Announcements - Received when you are included in an announcement. Your Announcements count also turns red:

To view the contact information of a patient attached to a task, simply select the patient name and their demographics display.

To start, or add to, a Conversation:

1. Select the required task.
2. Now, select the Conversation tab and any existing messages display.
3. Type in your message, up to 1000 characters:

4. Select Send and all recipients are notified via their user profile that something is pending.

Select the Options menu to access the processing options from any specific 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.

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.

If you are due to be away you can set up an Out of Office to forward your tasks while you are away.

The red stripe in front of a task indicates that the task is urgent:

When a task falls overdue the date displays in red: