To create tasks for all encounters on the report, select Encounter.
To create tasks for all accounts on the report, select Account.
To create tasks for all encounters and accounts on the report, select Both.
The Add Tasks from Report window opens.
Select the Task Type and Assigned To users for the new tasks.
Enter additional information for the tasks, if needed.
To save changes and close the window, select OK.
The following messages appear:
A message appears for encounters on the report that do not have an existing open task stating that n sources on this report do not have an open task of this type assigned. Confirm mass creation of n task.
A message appears for encounters on the report that do have an existing open task stating that n source(s) on this report already have an open task of this type assigned.
A message appears when all encounters and accounts on the report already have an existing open task stating that cannot add any tasks. Every source on this report already has an open task of this task type assigned.
