Difference between revisions of "Creating a ToDo"
From Optisoft
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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. | ||
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*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. | *Select Add a New ToDo from the ToDo tab located at the bottom of the Record screen. | ||
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*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. | ||
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==Memos== | ==Memos== | ||
Revision as of 16:43, 23 February 2017
This page is currently under construction
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 a 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 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
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.
- 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.
- Click on Save and then Back when finished.
