Go to “Tasks” worklist. Search the global search for tasks or go to facility menu on the left-hand side then “tasks”.
Click on the patient name that you would like to complete the task for. The clinical record will open.
Go to patient widget by clicking on the patient name at the top of the screen. The colour of the icon next to the “My Health Record” link indicates the level of current access (refer to table below). Click “My Health Record” to open the patient’s My Health Record.
Go to patient widget by clicking on the patient name at the top of the screen. Choose Clinical Summary.
Scroll down to the progress note grid. Right click on your progress note and choose “Upload to My Health Record”.
Once complete a message will display “Document generated and uploaded”. The task will then be marked complete also.