Before you begin
Ensure that you have selected the
Specialty as
Care Management and
Visit Type as
Case & Consent.
- On the Tracking template, expand the Action Item List panel, and click Add.
- Click Add.
The
Care Management Tasks template opens.
The Time, Date and Staff fields are populated with current information.
- Click the Due date field and select a date from the calendar.
- Click the Priority field and select a priority from the list.
- Type any relevant information about the task in the Details field.
- Click the Status field and select the status from the list.
Note: Clicking the Task button opens the Attachment, then the Select Recipients windows to send an EHR task.
- Click Clear For Add, and then select Save or Close.
