Create a Task During a Patient's Consult

During a patient's consult, practitioner can create a task and add a required recipients.

About this task

Create a task in the patient's Timeline from Consult panel.

Procedure

To create a task:
  1. From the PatientPatient Search or Patient Queue iconPatient Queue, select the Consult buttonConsult panel.
  2. In the Consult panel, locate and click Add TaskAdd Task at the top of the panel.
    The Create Task panel displays, and a new task is started for you.
    Create Task
    The current user is added to the To field by default (allowing a user to create themselves a task):
    • To remove recipients, click DeleteDelete next to their name.
    • In the To field, add the recipients, select one of the following:
      • All users (if all users at the centre are required)
      • A user group, such as Nurse - CP
      • Individual users
      To Recipients
  3. In the Show From date and Show From time fields, enter a date and time to indicate when the task should be sent to the recipients:
    • The default values are Today and Now (i.e. The tasks will be sent immediately).
    • The date can be no later than 5 years from today.
  4. In the Message field, enter the task message you want.
  5. To save the task, click Save.

Results

The Task is saved to the Patient Timeline as a reminder. For more information, see Timeline.
Patient Timeline

What to do next

In the Timeline, a practitioner can click the Task, and if they are on the list to receive the task, click Acknowledged. The task is then removed from the Timeline All Past History' view. However, it remains in the Timeline Tasks view.
Task consulted