Adding Tasks to Appointments, Clinical Notes, Profiles and Invoices

Follow

In addition to keeping track of tasks in your own to-do list, you can add tasks to specific appointments, clinical notes, patient profiles, organisation profiles and invoices. This is a great way of making sure that you complete tasks at the right time.

To do this, you must first enable Tasks in your Settings page:

  1. Click Settings > General.

  2. In the Appointment Settings section, click the Edit (pencil) icon beside Tasks/To-Lists.

  3. Select "Enabled" for Tasks/To-do List.

  4. Click Save.

Tasks are now enabled and can be added to appointments, clinical notes, patient profiles, organisation profiles and invoices.

Adding tasks to appointments

Tasks can also be added to appointments in Halaxy through the calendar. To add tasks to your appointment list:

  1. Click Schedule > Calendar.

  2. Click the appointment that the task needs to be added for.

  3. In the Appointment Information view, click the Tasks (bullet point list) icon at the right-hand side of the screen:

    Untitled.png
  4. A list of all the tasks linked to this appointment will appear. If you would like to add a task, click Add Task.

    Tasks_Appointment.png
  5. The "New Task for Appointment" pop-up will appear. Add a task to this appointment following the steps outlined in the "Adding tasks to your to-do list" section above.

Please note: There is also the feature to search for appointments in the Appointment list or by the Appointment search if you are unable to locate the appointment in the Calendar.

Adding tasks to clinical notes

You can add tasks to a specific clinical note:

  1. Select the clinical note that you would like to add tasks to (clinical notes can be found in the patient's profile in the Clinical Notes tab).

  2. Next to the header of the Clinical note, click the Tasks (bullet point list) icon:

    Untitled.png
  3. A list of all the tasks linked to this clinical note will appear. If you would like to add a task, click Add Task.

    Tasks_Appointment.png
  4. The "New Task for Note " pop-up will appear. Add a task to this clinical note following the steps outlined in the "Adding tasks to your to-do list" section above.

Adding tasks to patient profiles, organisation profiles and invoices

You can add tasks specifically to any patient profile, organisation profile or invoice by following these simple steps:

  • On any patient profile, invoice or contact profile page, click the Tasks (bullet point list) icon at the top-right of the screen:

    TaskIcon.png
  • A list of all the tasks linked to this profile or invoice will appear. If you would like to add a task, click Add Task.

  • The "New Task " pop-up will appear. Add a task following the steps outlined in the "Adding tasks to your to-do list" section above.

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.