Modify an Item in the To Do List
You can edit a task to modify any fields as required:
Recommendations
Help Guide for NextGen® Enterprise PM 8
You can add a task to the to do list and track until it is completed. Open the Appointment Book window. Select the Daily tab at the bottom of the window. In the To Do List section, right-click and select New. The Add To Do Item window opens. In the Subject field, enter a name for the item. This is a mandatory field. In the Due Date field, select the expected completion date for the item. The default date is the current date. In the Notes field, enter additional information as needed for the item. In the Priority field, select the priority for the item. Following are the priorities available: Low Medium High The default priority is Low. Select OK to save changes and close the window. The new item appears in the To Do List. Parent topic: Introduction to the To Do ListAdd an Item to the To Do List
Help Guide for NextGen® Enterprise PM 8
You can mark a task as complete after it is completed. Open the Appointment Book window. Select the Daily tab at the bottom of the window. In the To Do List section, right-click the item to be marked as completed, and select Open. The Edit To Do Item window opens. Select the Completed check box. Select OK to save changes and close the window. The completed item appears with a strike-through, or crossed out, in the To Do List. Note: You can also right-click an item, and select Completed from the menu. Parent topic: Introduction to the To Do ListComplete an Item in the To Do List
Help Guide for NextGen® Enterprise PM 8
You can delete a task if it is not required to be tracked. Open the Appointment Book window. Select the Daily tab at the bottom of the window. In the To Do List section, right-click on the item to be deleted, and select Delete. A message appears asking if you want to permanently delete the selected to-do item. Select Yes to delete the item. The item is removed from the To Do List. Parent topic: Introduction to the To Do ListDelete a To Do List Item
Help Guide for NextGen® Enterprise PM 8
You can use the To Do List section in the Daily view of the Appointment Book window to create and track tasks that require your attention. The To Do List is only for your reference. You can add items only to your To Do List and not for other users. In the To Do List section, you can do the following: Add an item. Modify an item. Complete an item in the to do list. Delete an item from the to do list. Add an Item to the To Do List You can add an item to the to-do list in the daily view of the appointment book. Modify an Item in the To Do List You can edit an item in the to-do list in the daily view of the appointment book. Complete an Item in the To Do List You can mark an item as completed in the to-do list in the daily view of the appointment book. Delete a To Do List Item You can delete an item from the to-do list in the daily view of the appointment book. Parent topic: Daily ViewIntroduction to the To Do List
NextGen® Orthopedic Suite Help 80.2.14.0
You can update or edit a configured task. On the Tasking Configuration practice template, expand the Tasks panel. Select the task from the main grid. The task information appear the fields below the grid. Fields to enter the task details in the Tasks panel Note: You cannot edit Call Name and Call Description fields. Update the following information as needed: Subject Description Due Date Priority Attach Item Current Template: Choose this option if you want the task to attach the template associated with the selected task. Template: Choose this option and select a template from the field picklist if you want the task to attach a template other than the one associated with the selected task. Click Add-Update. Parent topic: Managing TasksUpdate a Task
Help Guide for NextGen® Enterprise PM 8
You can use the Waitlist Lookup function to find wait list items for viewing, editing, or deleting. Select the Tasks menu and select Lookup, and then Waitlists. The Waitlist Lookup window opens. Enter the appropriate Search Criteria. Select Find. The results display in the Waitlist List section. Double-click on the item that you want to access. Note: When you select the Clear button, the content of all the fields on the Waitlist Lookup window is removed except for the date fields. Parent topic: Appointment Wait Lists