Difference between revisions of "Creating a ToDo"

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(ToDo's)
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'''This page is currently under construction'''
 
 
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<center>[[image:NewAddingToDo.jpg|border|700px|ToDo]]</center>
 
<center>[[image:NewAddingToDo.jpg|border|700px|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.
 
*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.
 
*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]]
 
[[Patients|Back]]
  
 
[[Optisoft.NET Help|Home]]
 
[[Optisoft.NET Help|Home]]

Revision as of 15:57, 27 February 2017

Contents


ToDo's

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

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.
  • 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.
  • 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

Home