Edit Task

Follow these steps to make changes to an existing Task record:

1. On the Tasks menu, click Find Tasks. This opens the Find Tasksscreen.

2. Use the search feature to locate the Task record. (For help in locating a patient, refer to the relevant steps in Find Task.)

3. Once you find the patient record, double-click on the record to open it for editing; or click once on the record and then click the Open button. This opens the Edit Taskscreen.

4. Change the fields associated with the Task, as follows:

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.
Related To: If you wish to associate this Task with a specific record in the system, select the type of record and then use the related button to find and select the record to which you would like to attach the Task. Otherwise, select None.
Type: Enter the type of work required to complete this Task.

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

5. To save changes made to a Task record, click the Save button; or to exit the task without saving the changes, click Cancel or press the Esc key on your keyboard. This returns you to the Find Tasksscreen.

6. To close the browser, press the Esc key again.