How to Schedule Tasks, Calls & To Dos 🎥

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Access Calls & ToDos from:

MyDashboard Icon - located down the left margin of the page.


The + icon located at the top of the dashboard (select + Call or + ToDo).


Select the icon located beside a Practitioner name on the schedule from the Day View - view Tasks.


You get a popup where you can view tasks create a call or todo and print a PDF of a list of items.



My Dashboard icon>Select the + button to add New Call or To Do.

Enter the details for the item and select the Title, the Patient Name, the Employee you want to assign the item to.  Enter the date and time you want the action performed. Select an Alert if you want to be prompted in advance of the action and enter a Memo (optional) and select if you want it to show to other practitioners.  


NOTE: your name will automatically be selected when creating the item, please ensure you deselect your name if it does not apply to you.


After Saving you will be able to View the item, Have a quick view of the patient profile and Add a note, Complete, Dismiss and view History.

To see your own Calls & Todos go to the Dashboard and select Agenda, ToDos section and select to View All or click the + button to create a new one.


Logs are stored in the Patient Profile>Correspondence tab>Calls & Todos section.




Custom Templates for To Dos

You can create custom Task templates for your To Dos that you use frequently to save time.

Go to Settings>Task Templates>New Task Template.


There is an option to create Task Templates for frequently used actions that you can create rather than retyping them every time you need them.

To create a Task Template go to Settings>System Entities & Types>Task Templates.


Create the template you would like to use. Select New Task Template.


When you create your ToDo there is a "Template" field where you can start typing text to locate the template you want to apply.




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