Using Tasks in the iPad App

Task Management allows you to assign, review, and manage tasks. All tasks can be viewed from a central queue, and all patient-related tasks are located in patient charts.

There are two number notifications available on the Tasks tab. The purple number indicates tasks in the 'New' status, and the red number indicates tasks in the 'Overdue' status. The tabs in the task queue display tasks you've been assigned, tasks you've sent, and tasks for all users in your practice.

What do you want to do?

  1. Tap the Tasks tab.
  2. Select from the Received, Sent, and All Tasks tabs as needed.
  3. Tap the Filters drop-down to select and apply criteria to narrow the list of tasks.
  4. Review the resulting list of tasks and tap anywhere in its row to open and view task details.

There are three areas from which you can create tasks: the task queue, patient's chart overview, intramail message, and chart notes.

  1. Select an area to create a task from:
    • Task queue: Tap the Tasks tab and tap Create New Task.
    • Patient chart overview: Navigate to the patient's chart, tap the Tasks tab, and tap Create Task.
    • Intramail message: Tap the Mail tab and locate an intramail message. Tap the clipboard icon, then tap Create Task.
  2. Fill in task details and tap Save.
  1. Locate a task you want to reassign. For more information, see Find and View a Task.
  2. Tap the Select Task Action drop-down and select Reassign.
  3. Select the user you want to reassign the task to and a due date if desired, and tap Save.
  1. Locate a task you want to archive. For more information, see Find and View a Task.
  2. Tap the Select Task Action drop-down and select Archive.
  3. Tap  OK.

    You can only archive tasks that you have created.

  1. Locate a task you want to archive. For more information, see Find and View a Task.
  2. Tap the Select Task Action drop-down and select Complete.