Task the Entire Questionnaire to Recipients
If you want to task the entire questionnaire to a recipient:
- Select the Task button at the bottom of the panel.
The Select Recipients template opens to task the questions to appropriate recipients for further action.
- To task the scheduling questions to a recipient for any further action,
- Select the Quick Task button to open the Quick Task Priority template.
Note: To display the Quick Task Priority template, you must select the Allow Override checkbox on the Quick Task Setup template.
- Select the Task priority field and select the applicable priority from the list.
- Select Save & Send.
Note: The task recipient is configured in the Practice Configuration practice template. If you do not configure the task recipient in the practice template, the Quick Task Setup template opens from the Quick Task button to configure the task recipient. In the Quick Task Setup template, the Source template field defaults to the template it opens from and the configuration applies to the current user logged on to the system.
- Select the Quick Task button to open the Quick Task Priority template.
- After all the questions are answered, select the Sign off checkbox.
The Completed by field appears with the name of the user logged on to the system. The Date and Time fields appears with the current date and time of the sign off.