Creating a ToDo
From Optisoft
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.
