Add Tasks to a Patient's Checklist

Version 14.19

Add Tasks to a Patient’s Checklist

Path: Clinical tab > Patient Chart button > Tasks > New Task button
Path: Practice Management tab > Patient Chart button > Tasks > New Task button
Path: Billing tab > Patient Chart button > Tasks > New Task button

The Add Tasks to a Patient’s Checklist window will add tasks to the patient’s chart.

Add Tasks to a Patient’s Checklist Map

Number

Section

Description

1

Task Information

The Task Information must be completed to add a task to the patient’s chart. Here you assign the task type, provide a description, add special instructions, set the task due date, and determine the department to complete the task. Diagnosis and CPT codes can also be attached to the task. 

2

Phrase Construction button

The Phrase Construction button accesses the Phrase Construction window to find a phrase for the task description.

3

Add button

When a task is entered, click the Add button to create a second task in the patient’s chart.

4

OK button

When a task is entered, click the OK button to add the task to the task list.

5

Cancel button

Click the Cancel button to avoid adding a task to the patient’s chart.

Version 14.10

Add Tasks to a Patient’s Checklist

Path: Smart Toolbar > Account button > Tasks tab > + Task button
Path: Smart Toolbar > Chart button > Tasks tab > + Task button
Path: Smart Toolbar > Tasks > + button

The Add Tasks to a Patient’s Checklist window will add tasks to the patient’s chart.


Add Tasks to a Patient’s Checklist Map

Number

Section

Description

1

Task Information

The Task Information must be completed to add a task to the patient’s chart. Here you assign the task type, provide a description, add special instructions, set the task due date, and determine the department to complete the task. Diagnosis and CPT codes can also be attached to the task. 

2

Phrase Construction button

The Phrase Construction button accesses the Phrase Construction window to find a phrase for the task description.

3

+ Add button

When a task is entered, click the + Add button to create a second task in the patient’s chart.

4

OK button

When a task is entered, click the OK button to add the task to the task list.

5

Cancel button

Click the Cancel button to avoid adding a task to the patient’s chart.