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.
Alert List Columns
The name of the given alert.
|Comments||A short description of what the alert does.|
|Trigger||What causes the alert to be fired and checked.|
|Enabled||Whether or not the alert is currently enabled.|
|Created||When the alert was created and put into the system.|
- Select Alerts from the main Administration menu.
- Right click the Alert Grid to view menu options.
|Add||Adds a new alert.|
|Edit||Edits the currently selected alert.|
|Toggle Enabled||Toggles the Enabled status on the selected alerts.|
|Delete||Deletes the currently selected alert.|
|Import||Allows you to import an alert, which may be downloaded from the Fusion Enterprise website.|
|Export||Allows you to export an alert, for use by other users.|
|Close||Closes the Alert Dialog.|