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manual:task_management

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Task Management


Tasks are like ‘sticky notes’. They are best used for patient recall or reminders for non-routine activities (ie not already generated through ‘Care Plan Activities’)

You'll find the Tasks link on Facilities on the left side menu.

The general Tasks list, shows all Tasks that have been Assigned By, or Assigned To all users in the organisation, for all patients in the organisation.

Patient-specific Tasks lists are also accessible on:

These screens will show only Tasks that relate to that selected patient.

Viewing and Sorting Tasks

In any of these Tasks screens, you may view and sort Tasks through selecting the Status options Status options include:

  • All Statuses
  • Not Completed
  • Upcoming
  • Pending
  • Completed
  • In Progress

The state of the Task (Current or Archived) and importance.

Ticking the Check box See All Tasks will display the task list on one page, instead of across a number of pages.
Click the Show Advanced Filters button to filter your actions in more ways than just status. Here you can also filter your actions by day, assignee and reason. To hide these options again, click the Hide Advanced Filters button.

NB: Tasks for Inactive patients will display in the tasks list. Use the Patient Status filter to display tasks for all, active only or inactive only patients. Tasks with no patient associated will display on all three lists.

Add a New Task

Wherever you see the Add Task button, clicking on it will open the New Task pop up window.
Select the patient which this action applies to if required, by clicking on the Pick A Patient button & choosing the relevant patient from the list.

You can assign the Task to yourself, or to somebody else in your organisation using the drop down list at the top.
Choose an option from the Assigned to group menu (eg Nurse). You can then leave the Worker box blank or choose a specific person to follow up the task.

Set the due date for the task.

Select the task required and the reason from the drop down lists below. Select the status of the task, enter any notes if desired then click Add, the task will appear listed on the Tasks list.

NB:Designating the Importance as Urgent will highlight the task with pink.

Edit a Task

To edit a task, right click on the item created or any existing item and choose Edit.

User can edit the changes and update it.

Managing Tasks

Right-click will reveal a menu with a range of options to assist you to manage the task.

You can track your Attempts to Contact a patient about this task, as well as Send a secure and encrypted message to the requester (the person who allocated the Task to you) and Archive the Task.

Bulk Actions

You may select multiple Tasks at once, in order to apply a change to a number of Tasks at the same time. Select or deselect the check box at the top of the table and all Tasks in the list will be selected or deselected accordingly.

Access the Bulk Actions menu by right clicking on any checked Task and perform bulk actions such as:

  • Bulk Change of Status - select the new status from the secondary menu
  • Bulk Change of Importance - select the new level of importance from the secondary menu
  • Bulk Archive - archive multiple tasks at once.

View History

To see this item, right click on any task, and you find View History item.

This shows list of actions performed on a task such who, when and what were the changes done on that task.

Share a task

If the patient is shared with another organisation, you can share a task for that patient. To share a task click New Task button then select a patient who is shared with other organisations. At the bottom of the page a new section (CC to) appears listing all the shared organisations. Select the organisations you want to share the task with and click Add.

manual/task_management.txt · Last modified: 2019/11/23 06:13 by sarahb