Tasks

Version 20.4

About Tasks 

Path: Clinical, Practice Management, or Billing tab > Tasks button

The Tasks window displays an overall view of patient tasks.  From this tab you can monitor open tasks and perform follow up.

Tasks Map

Number
SectionDescription
1
Date RangeTasks can be displayed based on Date Due or Date Requested for a selected begin date and end date.
2
StatusTasks can be displayed based on the task status. You can select:
  • All Status: Every status is displayed in the task list.  
  • Selected Statuses: When the selected statuses radio button is chosen, select which status(es) of tasks to view from the Status drop-down menu.

3Department(s)Tasks can be displayed based on the Department to which they were assigned. 
  • All: All tasks will be displayed for the set parameters.
  • Mine: All tasks for the departments in which the user is assigned will be displayed.
  • Selected Department: When the selected department radio button is chosen, select which department's tasks you would like to view. 

4
LocationsTasks can be displayed based on selected locations.  
  • Choose all authorized locations to display tasks for all locations within the practice.  
  • Select a location from within the drop-down menu to display tasks for a specific location within the practice.
5
Description containsSearch tasks using search word(s) in the Description contains field. A word within a task description that matches the word used in this field will display in the task grid. Words used in this field must be exact.
6
Search buttonThe Search button searches the task descriptions for the key term entered in the Description contains field. Matches appear in the Task grid.
7
Print buttonThe Print button prints the displayed task list in the Task list grid. When the Print button is selected, the Print Preview screen is displayed.
8
Tasks gridThe Tasks grid displays the list of open tasks.
Version 20.3

About Tasks 

Path: Clinical, Practice Management, or Billing tab > Tasks button

The Tasks window displays an overall view of patient tasks.  From this tab you can monitor open tasks and perform follow up.

Tasks Map

Number
SectionDescription
1
Date RangeTasks can be displayed based on Date Due or Date Requested for a selected begin date and end date.
2
StatusTasks can be displayed based on the task status.  You can select:
  • All Status: Every status is displayed in the task list.  
  • Selected Statuses: When the selected statuses radio button is chosen, select which status(es) of tasks to view from the Status drop-down menu.

3Department(s)Tasks can be displayed based on the Department to which they were assigned. 
  • All: All tasks will be displayed for the set parameters.
  • Mine: All tasks for the departments in which the user is assigned will be displayed.
  • Selected Department: When the selected department radio button is chosen, select which department's tasks you would like to view. 


4
LocationsTasks can be displayed based on selected locations.  
  • Choose all authorized locations to display tasks for all locations within the practice.  
  • Select a location from within the drop-down menu to display tasks for a specific location within the practice.
5
Description containsSearch tasks using search word(s) in the Description contains field. A word within a task description that matches the word used in this field will display in the task grid. Words used in this field must be exact.
6
Search buttonThe Search button searches the task descriptions for the key term entered in the Description contains field. Matches appear in the Task grid.
7
Print buttonThe Print button prints the displayed task list in the Task list grid. When the Print button is selected, the Print Preview screen is displayed.
8
Tasks gridThe Tasks grid displays the list of open tasks.