Creating a ToDo

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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.

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.