Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Assign Default Tasks to Specific Departments

Version 14.19
Utilities > Manage Practice > Departments

Overview

Task types such as Diagnostic Test, Vaccine, Referral Letter and Schedule are assigned to specific departments in the Checklist Template Administration form. Setting task types to default departments enables the Order Worksheet to function properly when assigning tasks to staff members.

Assign or Edit Task Types

  1. Click the  button on the menu toolbar.
  2. Select Manage Practice.
  3. Select Departments.
  4. Click on the Default Task Assignment tab.

  1. Highlight the task type in the column on the left.
  2. Click on the dropdown button  in the Default Department column and select the correct department.
  3. Exit when finished.

Version 14.10
Utilities > Manage Practice > Departments

Overview

Task types such as Diagnostic Test, Vaccine, Referral Letter and Schedule are assigned to specific departments in the Checklist Template Administration form. Setting task types to default departments enables the Order Worksheet to function properly when assigning tasks to staff members.

Assign or Edit Task Types

  1. Click the  button on the menu toolbar.
  2. Select Manage Practice.
  3. Select Departments.
  4. Click on the Default Task Assignment tab.

  1. Highlight the task type in the column on the left.
  2. Click on the dropdown button  in the Default Department column and select the correct department.
  3. Exit when finished.