On the Add EHR Task window, do the following:
- In the Priority field, select one of the following. This field is required.
- In the Due Date field, enter the date on which the task must be completed. This field is required.
Note: The default is today's date, or the current system date.
- In the Subject field, enter a free-text subject for the task. This field is required.
- In the Assigned To field, do one of the following. This field is required.
- Select one or more Users or Task Workgroups for the task.
- Pres the Ctrl and M keys on the keyboard to assign the task to yourself.
- In the Details field, enter additional free-text details for the task. This field is required.
Enter the Ctrl, Shift and D keys on the keyboard to add a signature line that includes your name and the current date and time.
- To save changes and close the window, select OK.
The task is created and assigned to the selected users. They can access the task from the Workflow module in NextGen® Enterprise EHR.
- To close the Edit Recall Plan window, select Cancel.
