Task List and Messages

The Task List displays tasks both created by and assigned to the user and can be filtered to display tasks that have not been completed (Open), completed tasks (Done), or All tasks. The task list defaults to the Open task filter.

Users with Task Administrator privileges have an additional filter to display only their tasks (My Tasks) or All Tasks in the clinic. The Task Administrator filter defaults to My Tasks.

The following information displays for each task: Due Date, Subject, Patient name, the user who assigned the task (Assigned By/From), and the user(s) the task was Assigned To.

• Tasks that have not been accepted display in bold face text
• A red exclamation point displays next to tasks with a priority of Urgent
• Tasks with a priority of Critical display in red text
• Click Open Chart to open the chart of the patient associated with a task
  • The Open Chart button is only enabled when a patient is associated with the task
• Task Status Icons denote the progress of a task:
  • Blue thumb tack (): the user has accepted the task
  • Grey thumb tack (): another user has accepted the task
  • Blue check mark (): the user has completed the task
  • Grey check mark (): another user has completed the task

A clipboard icon () will display in the notifications area when a new task is received. Double-clicking on the notification icon will navigate the user to the Task List/Messages tab.

To view task details, select the task and click View or double-click the task.

• For unaccepted tasks, the task details and the Accept and Accept and Complete buttons display
• For accepted and completed tasks, the task details and any subsequent activity details display

1. Go to Desktop > Task List/Messages
2. Click Create from the Task List
3. Optional: click Select to search for and select a patient to associate with the task
4. Select a Subject from the selection list or click Custom and type a subject
5. Populate a Due Date for the task or leave defaulted to the current date
6. Select a Priority for the task or leave defaulted to Normal
7. Populate the Task Description
   1. Click Add from Favorites and select one or more items from the list or type the task description in the free text field
8. Search for and select a user or group for task assignment
   1. Multiple individual users, multiple groups, or a combination of users and groups can be selected
   2. To create a task assigned to oneself, do not select any users
9. Click Save

• Select a task and click Accept to take ownership of the task
• Select a task and click Accept and Complete to mark the task as completed
• To change the users assigned to a task, select the task and click Change Assignees

  • Select one or more users from the Unassigned Users column and click to move to the Assigned Users column

    or

    Select one or more users from the Assigned Users column and click to move to the Unassigned Users column

    

• Select an accepted task and click Complete to mark the task as completed
• Select an accepted task and click UnAccept to change the task status to unaccepted

Task Administrators can delete any task from the All Tasks view. Tasks deleted by the Task Administrator will be removed from all assigned users' task lists. For users without Task Administrator privileges, only tasks in the Done view can be deleted.

• To delete a task, select the task and click Delete. To delete multiple tasks, hold down the CTRL key and select individual tasks or hold down the SHIFT key to select a range of tasks and click Delete.
• A message will display to verify the user would like to discard the task. Click Yes to delete.

The Messages inbox displays the message Type, Patient name, message Subject, the Date and time the message was received, and the name of the sender (From).

• To read a message in the inbox, select the message and click View or double-click the message

• Messages that have not been viewed display in bold face text
• A red exclamation point displays next to messages with a priority of Urgent
• Messages with a priority of Critical display in red text
• A notepad icon () displays next to the Subject line of messages that include a text note
• Click Open Chart to open the chart of the patient associated with a message
  • The Open Chart button is only enabled when a patient is associated with the message
• Click Get Previous 100 Messages to view more/older messages

An orange envelope icon () will display in the notifications area when a new message is received. Double-clicking on the notification icon will navigate the user to the Task List/Messages tab.

To delete a message, select the message and click Discard. To delete multiple messages, hold down the CTRL key and select individual messages or hold down the SHIFT key to select a range of messages and click Discard.

A message will display to verify the user would like to discard the message before deleting it from the inbox. Click Yes to delete.