Attach Tasks

You can attach Tasks to several types of records in your practice, including Patients, Appointments, Encounters, and Payments. Attaching a Task to one of these records indicates that the work item is related to a specific record.

To attach a Task to a record, follow these steps:

1. Open a record that supports Task attachments; such as a Patient, Appointment, Encounter, or Payment.

2. Click the Tasks tab, and then click the Add button. This opens the New Taskscreen, which allows you to add a new Tasks that you wish to attach to the record.

3. Complete the remaining fields, including:

Assigned To: Click the Assigned To... button and use the Find User screen to find and select the user to which you would like this Task assigned. Or, leave this field blank to indicate the Task can be completed by anyone in your practice.
Subject: Enter a descriptive subject for the Task.
Due Date: Enter the date the Task is due.
Priority: Select a priority, 1-10, with 1 being the highest priority and 10 being the lowest priority.
Status: Enter the current status of the Task, either New, Working, or Completed.
Type: Enter the type of work required to complete this Task.

Comment: Enter any additional notes which may apply to this Task.

4. To add the Task, click the Save button. To abort, click the Cancel button.