Creating a ToDo

ToDo's

In order to add a ToDo to a Record, follow the below instruction.

You will first need to find a patient record.
Select Add New ToDo from the ToDo tab located at the bottom of the Record screen.
You will now be able to enter the Due Date, set an Alarm and select a Type, Priority and Description. Alternatively you can choose a pre-written template from the New From Template button in the toolbar.
You will also be able to assign other Users to this ToDo as well as make transactional Notes.
Click on Save and then Back when finished, or use the Auto Save feature.

In order to add a Task to the database, follow the below instruction. A Task is a ToDo that is not associated with a Patient Record.

You will need to make sure you do not have a patient record selected.
Select New ToDo from the ToDo tab located in the Activity Pane.
You will now be able to enter the Due Date, Set an Alarm and select a Type, Priority and Description. Alternatively you can choose a pre-written template from the New From Template button in the toolbar.
You will also be able to assign other Users to this Task as well as make transactional Notes.
Click on Save and then Back when finished, or use the Auto Save feature.