In the Task Type field, select the type of task to be created. This field is required.
Note: The Task Types available for selection are those that are setup in File Maintenance with a Source Type of Chart.
In the Status field, select the default of Not Started.
In the Priority field, select one of the following:
High
Low
Normal
Note: A default priority may be defined in the Task Types master file in File Maintenance.
In the Subject field, enter a free-text subject for the task.
In the Assigned To field, do one of the following:
Select one or more Users or Task Workgroups for the task.
Press the Ctrl and M keys on the keyboard to assign the task to yourself.
Note: A default assigned to may be defined in the Task Types master file in File Maintenance.
In the Task Subgrouping 1 and Task Subgrouping 2 fields, select subgroupings for the task, if applicable.
Note: Task subgroupings are a way to categorize a task for users. Default subgroupings may be defined in the Task Types master file in File Maintenance.
In the Details field, enter additional free-text details for the task.
Press the Ctrl, Shift and D keys on the keyboard to add a signature line that includes your name and the current date and time.
Enter dates in the following fields for the task, if applicable:
Start Date
Follow Up Date
Due Date
Expiration Date
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 Worklog Manager window in NextGen® Enterprise PM.
To close the Edit Recall Plan window, select Cancel.
Note: Required fields for all tasks is based on settings in Practice Preferences > Tasks. Required fields for a specific task is based on settings in File Maintenance > Tasks Types.
