Build a New Task
You can build a new task from the Tasks panel of the Tasking Configuration practice template. However, there are some pre-configured tasks are available for you in the main grid of the Tasks panel.
- Select the Show in EHR and Enabled check boxes in the square below the grid in the Tasks panel.
- Enter the task name in the Call Name field.
- Enter a subject in the Subject field.
- Enter a Call Description.
- Enter a Description.
- Select a Due Date option.
- Select a Priority option.
- Select an Attach Item option.
- Current Template – Select this if you want the task to attach the template associated with the selected task.
- Template – Select this and select a template from the field if you want the task to attach a template other than the one associated with the selected task.
- Click Add-Update.