1. From the patient record, click the task icon to create a new task.
2. The New task window will open, linked to the patient.
Use the user group selector to choose the correct team.
Avoid sending tasks to individuals, as they may be unavailable.
3. The two main user groups to be familiar with are Admin and Secretary.
4. If the task is urgent, change the flag colour to red.
5. Select the appropriate task category.
6. In the text field, clearly state what is needed and include a timeframe.
7. Add a due date to help with task prioritisation.
8. When ready, click OK to create the task.
9. Save the patient record — the task will not send unless the record is saved.
🚨 Important call-out
If you do not save the record, the task will not be sent.
Viewing tasks on the patient record
10. Return to the patient record to see the task displayed on the patient home screen.
11. To view historic tasks, click Administrative on the patient record.
12. Select Tasks.
13. This opens the task history for the patient.
Updating existing tasks
14. Tasks can be updated if information was missed or urgency needs changing.
15. Right-click on the task and select Update.
16. Add your update in the text field and click OK.
17. You can also right-click a task to change the flag colour.
Viewing your task inbox
18. Double-click to open your personal task inbox.
19. All tasks are visible to all users.
This view allows you to see tasks assigned to you and to practice teams
