Difference between revisions of "Activity Pane"

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(Overview)
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[[Using the ToDo Tab|Using the ToDo Tab]]
 
[[Using the ToDo Tab|Using the ToDo Tab]]
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==Appointments Tab==
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The Appointment Tab will show you the next 2 future appointments for each diary.
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You can manage the displayed appointment in the same way as the Appointment Module by using the Right Click Menu.
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==Messenger Tab==
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The Messenger Tab allows you to send instant messages to other users in your database.
  
 
=Setting up the Activity Pane=
 
=Setting up the Activity Pane=

Revision as of 12:12, 31 May 2023

Overview

The Activity Pane consists of the Current and ToDo Tabs.

They are designed to help you manage your patients whilst in your practice and any outstanding issues that need completing.

ActivityCurrent.png

Using the Activity Pane

Current Tab

The Current Tab is designed to allow you to keep track of which patients are currently in your practice, by a means of moving them through a list of Stages, until you remove them from the list.

To see how to do this click the link below.

Using the Current Tab

ToDo Tab

The ToDo Tab allows you to create ToDo's for patient records, or as a reminder of other outstanding issues (Task).

To see how to do this click the link below.

Using the ToDo Tab

Appointments Tab

The Appointment Tab will show you the next 2 future appointments for each diary.

You can manage the displayed appointment in the same way as the Appointment Module by using the Right Click Menu.

Messenger Tab

The Messenger Tab allows you to send instant messages to other users in your database.

Setting up the Activity Pane

To see how to setup the options within the Activity Pane, click the link below.

Setting up the Activity Pane


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