Permissions! Clinic Staff must have Task Master assigned in order to manage Tasks for other users.
The Tasks module allows Users to create and maintain a list of tasks that can be set to remind Users when a specific task needs to be completed. Tasks are viewable in the main menu under File > Tasks.
NOTE: The top portion of the Task module contains the individual tasks, while the lower half of the screen shows the text of the currently selected task.
The Alert System will notify the User with a popup or task message when a specified event has occurred and certain conditions are met. On the User's first visit to Alerts, the prebuilt alerts will be displayed in a grid as shown below.
NOTE: An Alert has three components: a Trigger, a Condition, and an Event.
Example: A User may want a message to popup during Patient check-in if the Patient does not have a valid prescription, and their primary insurance is Medicare.
- Select Alerts from the main Administration menu.
- Right Click the Alert Grid to view menu options.