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Using Patient Manager

Getting Started

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How To

Using Tasks


Home  Support  Documentation  Tasks  Using Tasks


You can use the Tasks option to manage your tasks. You can set the due dates, priorities, status and even alarms to remind you to complete tasks.

 

 

Adding a New Task

1. Click the Add Task button or in the Timeline view double-click the time slot at which the task is scheduled to begin. The Task Editior opens.

 

2. Enter the Subject of the task.

3. Choose the Category of the task. This makes it easier to identify the task at a glance.

4. Set the Start time and Due date. Enter the dates and choose the time.

5. Specify the Status, Priority and % Complete.

6. Select the Reminder option, if you want to reminded.

7. In the textarea enter information related to the task. You can use the editor to format the information.

8. Press the Contacts button to assign contacts to the task.

9. Press the Notify button to send a mail notification to the assigned contacts

10. Select the Private option to mark the task as private or use the Sharing option to define custom sharing.

11. Click the Save and Close button to save the task.

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