Creating a ToDo

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.
• 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.

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