Add patient task

Path: Patient > General > Patient Tasks

1. In the Patient component, select a patient.
2. Go to General > Patient Tasks.
3. In the top section, add a new row and select the patient task in the Task Code field.
   These tasks are defined in Administration > General > Patient Tasks.
4. In the Subject field, enter the subject of the task.
5. In the Assigned To field, select one or more resources for a patient task.
   1. In the Select Resources for Lists, Mailings, etc. window, you can search for resources and move them to the bottom pane by double-clicking or using the corresponding buttons. Once the resources are in the bottom pane, click OK. To assign the task to the resources from the existing or your own list, click   and select all or needed resources.
   2. After you assign several resources to a task, the asterisks appear in the Assigned To field instead of the resource's ID, and a status appears to the right from the Assigned To field indicating that multiple resources have been assigned and the total number of resources assigned in parentheses.
   3. If the selected resource has several active roles defined, select one of the roles for this task. If any of the selected resources has only one role which is inactive for the current date, a message appears prompting you either to proceed or select other resources.
   4. Note: Multiple resources can only be assigned to a task prior to its saving. After the task is saved, it becomes an individual task for each resource and is not editable as a group.
6. Specify the due and ended date and time for the patient task in the corresponding fields.
   Due date is the date information is utilized in the tasks located in Reports > General > Tasks. An example of when you may use due time is the task that is entered during an on-call visit and needs to be followed up first thing the following morning.
7. Select one of the following statuses for this patient task:
   1. Not Started (white circle) – This task has been created but no action has been taken towards completing it.
   2. In Progress (half white/half green circle) – This task has been started but has not been completed yet.
   3. Completed (green circle) – The action required for this task has been made.
   4. Canceled (X) – This task was either created in error or is no longer appropriate.
   5. Decline (return icon) – Indicates that the recipient cannot complete the task. This status may require the creator of the task to reassign it to someone else.
      Note: If you assigned several resources to the task, you can select only the Not Started status for this task.
8. Select the Low, Normal, Medium, High, or Urgent priority for the task in the corresponding field.
   Your agency should define what each status means to your organization. For example, Low may be defined as a task that should be started within 24 hours.
9. In the Comment field, enter your comments to the task.
   To provide more information on the subject and to document progress of the task towards completion, enter your comments in the Active Comments field. Comments made by other operators cannot be edited.