Difference between revisions of "Creating a ToDo"

From Optisoft
Jump to: navigation, search
Line 1: Line 1:
 
'''This page is currently under construction'''
 
'''This page is currently under construction'''
 +
__TOC__
  
<center>[[image:AddingToDo.jpg|border|700px]]</center>
 
  
 
==ToDo's==
 
==ToDo's==
 +
In order to add a ToDo to a Record, follow the below instruction.
 +
<center>[[image:AddingToDo.jpg|border|700px]]</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.
 +
*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==
 
==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.
  
 
[[Patients|Back]]
 
[[Patients|Back]]
  
 
[[Main Page|Home]]
 
[[Main Page|Home]]

Revision as of 12:25, 17 November 2014

This page is currently under construction

Contents


ToDo's

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

AddingToDo.jpg
  • 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.

Back

Home