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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. Select the correct Department from the Default Department drop-down menu.

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.