PERMISSIONS: Clinic Staff must have Administrator, Billing Manager, Clinical Director, Front Office, Operations Manager, or Staff Therapist assigned in order to manage Tasks for other users.
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Tasks
The Tasks module allows you to create tasks for yourself and, if you have the General | Task Master user permission, for other users. The task system maintains a list of tasks that can be set to remind you at a later date that a specific task needs to be completed. These tasks are viewable in the main menu under File | Tasks.
The top portion of the Task module contains the individual tasks, while the lower half of the screen shows the text of the currently selected task.
The Tasks module allows Users to create and maintain a list of tasks that can be set to remind Users when a specific task needs to be completed. Tasks are viewable in the main menu under File | Tasks.
NOTE: The top portion of the Task module contains the individual tasks, while the lower half of the screen shows the text of the currently selected task.
Right-click on the Task List on the top half of the screen to view options.
| Expand All | Expand all rows. |
| Collapse All | Collapse all rows. |
| Add Task... | Opens the dialog to Add a Task. |
| Add Response... | Adds a Response to the selected Task. |
| Transfer... | Transfer a Task to another user. |
| Set Reminder... | Set a Reminder for this Task. |
| Toggle Complete | Toggle this Task as Complete. |
| Delete Tasks... | Delete the selected Task(s). |
| Kill Task... | Deletes the Task from the user who created it and to who it was assigned. |
| Refresh | Refresh the Tasks screen. |
Alerts
The Alert System will notify the User with a popup or task message when a specified event has occurred and certain conditions are met. On the User's first visit to Alerts, the prebuilt alerts will be displayed in a grid as shown below.
NOTE: An Alert has three components: a Trigger, a Condition, and an Event.
Example: A User may want a message to popup during Patient check-in if the Patient does not have a valid prescription, and their primary insurance is Medicare.
- Select Alerts from the main Administration menu.
- Right-click on the Alert Grid to view menu options.