Create To do lists

Use patients and your own To Do List to manage and remember tasks. Tasks can be given due dates and patient's tasks will have pop-ups when you open a patient's record.

Doctor's To Do List

The doctor's To Do List lets you select from a list of common tasks and add the task to a patient's To Do List.

To add a task:

1. Select the To Do List from the top menu.
2. Use the Date field to set the due date for the task.
3. Use the Action Description field to add an action.
4. Select Patient To Do List if you want to add the task to the patient's To Do List.
5. Select OK.

   

Patient's To Do List

You can add tasks to the patient's To Do List, like a blood pressure check the next time they come in. This task can also be added to the doctor's To Do List, like a follow-up call to the patient the next day.

To add a task:

1. Select the To Do List icon from above the Summary Views section.
2. Use the Action Description field to add to select an action.
3. Select Doctor To Do List if you want to add the task to the doctor's To Do List.
4. Select OK.