Resource Center

EHR User Guide

Add Task

To add a task, select the ‘Tasks’ icon from the dashboard.

Click on the ‘+ Task’ button on the top right corner
Add Task

In the dialog box, enter the details about the task.

Selecting the Category

Select the category of the task by selecting the ones from the list of pre-configured categories (or) you can create a new category to be associated with the task.
Task Priority

Type in the name (or) a short note about the task in the ‘Task’ field.

Setting the Owner

Select the owner of the task (to whom the task is to be assigned) from the ‘Owner’ field. By default, all the members of the practice will be listed in this field. You can choose your own name, if the task is for you.

Setting Priority

Select the priority level for the task, viz., Low, Medium, High or Critical.

Patient Specific Task

Task can also be set, specific to a patient. For setting the patient-specific task, check the ‘Is Patient Specific’ checkbox. By doing so, it will prompt you for the patient’s phone number of their Record ID. Once you provide the details, it will be set for that specific patient.
Patient Specific Task

Due date

Due date or the task can be set by checking the ‘Assign due date’ checkbox. You can enter a date, before which the task has to be completed from the ‘Due Date’ field.

You can also set a reminder for the task by checking the respective checkbox to send reminder mail to you.
Task Reminder

Task Status

Once the task is completed, you can change the status of the task. By default, the status of the task is set to ‘Pending’. Once the task is completed, you can change the status of the task.

Select the “More Options” (…) icon against the task, whose status has to be changed. Click on the ‘Mark as Completed’ option when the task is complete.
Task Status