Creating a ToDo - Revision history

Optiwiki at 14:50, 10 March 2022

2022-03-10T14:50:22Z

Optiwiki at 11:46, 25 February 2022

2022-02-25T11:46:29Z

Optiwiki at 14:04, 14 November 2017

2017-11-14T14:04:43Z

Optiwiki at 15:57, 27 February 2017

2017-02-27T15:57:36Z

Optiwiki: /* ToDo's */

2017-02-23T16:43:38Z

‎ToDo's

Optiwiki at 11:46, 20 November 2014

2014-11-20T11:46:05Z

Optiwiki at 12:18, 18 November 2014

2014-11-18T12:18:37Z

Optiwiki at 09:10, 18 November 2014

2014-11-18T09:10:05Z

Optiwiki at 09:04, 18 November 2014

2014-11-18T09:04:08Z

Optiwiki at 12:25, 17 November 2014

2014-11-17T12:25:23Z

@@ Line 4: / Line 4: @@
 ==ToDo's==
 In order to add a ToDo to a Record, follow the below instruction.
-<center>[[image:NewAddingToDo.jpg|border|700px|Patient ToDo]]</center>
+<center>[[image:NewAddingToDo.jpg|border|1020px|Patient ToDo]]</center>
 *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.

@@ Line 7: / Line 7: @@
 *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.
+*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.
@@ Line 15: / Line 15: @@
 *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.
+*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.

@@ Line 4: / Line 4: @@
 ==ToDo's==
 In order to add a ToDo to a Record, follow the below instruction.
-<center>[[image:NewAddingToDo.jpg|border|700px|ToDo]]</center>
+<center>[[image:NewAddingToDo.jpg|border|700px|Patient ToDo]]</center>
 *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.

@@ Line 1: / Line 1: @@
 __TOC__
@@ Line 7: / Line 6: @@
 <center>[[image:NewAddingToDo.jpg|border|700px|ToDo]]</center>
 *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.
+*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.
+*You will now be able to enter the Due Date, set an Alarm and select a Type, Priority and Description.
 *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.
+*Click on Save and then Back when finished, or use the Auto Save feature.
-==Memos==
+==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.
+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.
-*You will also be able to assign other Users to this Memo as well as make transactional Notes.
+*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.
+*Click on Save and then Back when finished, or use the Auto Save feature.
 [[Patients|Back]]
 [[Optisoft.NET Help|Home]]

@@ Line 5: / Line 5: @@
 ==ToDo's==
 In order to add a ToDo to a Record, follow the below instruction.
-<center>[[image:AddingToDo.jpg|border|700px|ToDo]]</center>
+<center>[[image:NewAddingToDo.jpg|border|700px|ToDo]]</center>
 *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.
@@ Line 11: / Line 11: @@
 *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.
 ==Memos==

← Older revision		Revision as of 09:10, 18 November 2014
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	[[Patients\|Back]]		[[Patients\|Back]]

−	[[Optisoft.~~Net~~ Help\|Home]]	+	[[Optisoft.NET Help\|Home]]

← Older revision		Revision as of 09:04, 18 November 2014
Line 22:		Line 22:
	[[Patients\|Back]]		[[Patients\|Back]]

−	[[~~Main Page~~\|Home]]	+	[[Optisoft.Net Help\|Home]]