Difference between revisions of "Creating a ToDo"

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==ToDo's==
 
==ToDo's==
 
In order to add a ToDo to a Record, follow the below instruction.
 
In order to add a ToDo to a Record, follow the below instruction.
<center>[[image:AddingToDo.jpg|border|700px]]</center>
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<center>[[image:NewAddingToDo.jpg|border|1020px|Patient ToDo]]</center>
 
*You will first need to find a patient record.
 
*You will first need to find a patient record.
*Select Add a New ToDo from the ToDo tab located at the bottom of the Record screen.
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*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.
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*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.
 
*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.
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*Click on Save and then Back when finished, or use the Auto Save feature.
  
==Memos==
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==Tasks==
In order to add a Memo to the database, follow the below instruction. A memo is a ToDo that is not associated with a Patient Record.
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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.
 
*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.
 
*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.
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*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 Memo as well as make transactional Notes.
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*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.
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*Click on Save and then Back when finished, or use the Auto Save feature.
  
 
[[Patients|Back]]
 
[[Patients|Back]]
  
 
[[Optisoft.NET Help|Home]]
 
[[Optisoft.NET Help|Home]]

Latest revision as of 14:50, 10 March 2022

Contents


ToDo's

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

Patient ToDo
  • 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.

Tasks

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.

Back

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