To add a new Task, simply open the Task List from the left navigation panel and click Add New Task. You can then add the Task name, any optional Details, an Assignee, a link directly to a Patient, and the Due Date.
Once a Patient is linked, clicking anywhere on the patient’s name will take you to the Patient’s Chart.
📓 Please Note: If your Task List is ‘pinned’ and you navigate to a new screen while in the middle of adding a new task, any details entered will be not be saved and you will have to re-enter this information.
Tasks are sorted on the To Do List by Due Date, with the soonest Due Date listed at the top.
If the Due Date is in red text, it indicates tasks are overdue.
If the Due Date is in orange text, it indicates tasks due today.
If the Due Date is in green text, it indicates tasks due tomorrow.
If the Due Date is in gray text, it indicates tasks are due in the future.
