Using the Task Manager in OfficeMate

You can create, track, and assign tasks to specific providers and staff members in OfficeMate. If you record an exam with surgery, examination, test, consult, or laboratory orders and schedule an examination in ExamWRITER, the scheduled orders are displayed in the Orders To Be Scheduled window, which you can then post to the Task Manager. This topic tells you how to use the Task Manager, including how

  • On the OfficeMate main window, click Task Manager.

    The Task Manager window opens.

Click Refresh to refresh the Task Manager.

To sort the columns in the Task Manager, click the column headings.
  1. Open the Task Manager window. For more information, go to To open the Task Manager.
  2. Click New Task.

    The New Task window opens.

  3. Select a provider or staff member to whom you want to assign and send the task from the Send To drop-down menu.
  4. Type or select a date for the task from the Action date field.
  5. Type a task in the Subject text box.
  6. Select a priority from the Priority drop-down menu.
  7. Select the status (open or completed) of the task from the Task Status Group drop-down menu.
  8. Type notes in the Notes text box, if necessary.
  9. Click Save.

    After a task is assigned to a specific provider or staff member, the task is visible in the Task Manager window when the provider or staff member logs into OfficeMate.

    To refresh the Task Manager after creating a task, click Refresh.

In addition to the procedure above, watch this video for more information.

If you record an exam with surgery, examination, test, consult, or laboratory orders and schedule an examination in ExamWRITER, the scheduled orders are displayed in the Orders To Be Scheduled window in the OfficeMate Task Manager.

  1. Open the Task Manager window. For more information on opening the Task Manager, go to To open the Task Manager.
  2. Select the provider or staff member who you want to schedule the orders from the Send to drop-down menu.
  3. Select the orders to schedule.
  4. Click Post.
  1. Open the Task Manager window. For more information on opening the Task Manager, go to To open the Task Manager.
  2. Select a task and click Edit.
  3. Click Forward to forward the task to a new user, if desired.

    The From field displays the current user and the Send To field is blank.

  4. Edit the task using steps 4–9 in To add new tasks.
    To refresh the Task Manager after updating a task, click Refresh.
  1. Open the Task Manager window. For more information on opening the Task Manager, go to To open the Task Manager.
  2. Select a task.
  3. Click Change Date.
  4. Select a new date from the calendar and click OK.
  1. Open the Task Manager window. For more information on opening the Task Manager, go to To open the Task Manager.
  2. Ensure that you are viewing the Open tasks.
  3. Select an open task in the table.
  4. Click Mark as Completed.

    The task is moved from the Open tasks table to the Completed tasks table.

  1. Open the Task Manager window. For more information on opening the Task Manager, go to To open the Task Manager.
  2. Ensure that you are viewing the Completed tasks.
  3. Select a completed task in the table.
  4. Click Mark as Open.

    The task is moved from the Completed tasks table to the Open tasks table.

  1. Open the Task Manager window. For more information on opening the Task Manager, go to To open the Task Manager.
  2. Select a task.
  3. Click Delete Task.

    The Confirm Delete window opens.

  4. Click Yes.
  1. Open the Task Manager window. For more information on opening the Task Manager, go to To open the Task Manager.
  2. Click Print.