Follow these steps to add new Task:
Open the Task List from the left navigation panel.
Click Add New Task.
Enter the following details:
Task Name (required)
Details (optional)
Assignee (staff member responsible)
Link to a Patient (optional)
Due Date
Once a Patient is linked, clicking anywhere on the patient’s name will take you to the Patient’s Chart.
Task sorting and color indicators
Tasks in the To Do List are automatically sorted by Due Date:
Red text – Overdue tasks
Orange text – Tasks due today
Green text – Tasks due tomorrow
Gray text – Tasks due in the future
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.