Creating Specific Tasks

Certain tasks have their own requirements to ensure they are delivered to the correct recipients:

Cross-Organisation Tasks

Cross-organisation tasks are tasks exchanged between your practice and a third party. In order to send and receive cross-organisation tasks, the following criteria must be met:

• You must be running Tasks release 1.5 or above
• The third party must be running Tasks release 1.5 or above
• You must have a sharing agreement set up by the In Practice Systems Ltd project team with the third party - Contact your Customer Support Manager for details.
• Cross-organisation tasks are created in the usual way, see Creating a Task, but have the following mandatory requirements:
  • Recipient - You must select the third party organisation from the available list, you cannot select individuals from here.
  • Subject - You must enter a pertinent subject line that does not contain any confidential patient information, if the task is for a specific person, enter their name here too.
  • Category - You must select a category from the available list.

Without these criteria a task cannot be passed to a third party organisation.