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: | + | <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 | + | *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, | + | *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. | + | *Click on Save and then Back when finished, or use the Auto Save feature. |
| − | == | + | ==Tasks== |
| − | In order to add a | + | 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. | + | *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 | + | *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]] | [[Patients|Back]] | ||
[[Optisoft.NET Help|Home]] | [[Optisoft.NET Help|Home]] | ||
Latest revision as of 14:50, 10 March 2022
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.
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.
