The clinical tasks that are assigned will only be displayed on the Tasks screen, which is accessed from the Workflow screen. These tasks must be completed before the patient leaves the medical office.


Who assigns?
  • The person in charge of assigning clinical tasks is the provider.

How does the provider assign clinical tasks?


Option #1 

  • Go to the Workflow screen.
  • Select the patient to be treated. 
  • Double-click on the selected patient.


  • The following screen will be displayed: 


  • Or, press the Create New Progress Note button or, if you have an open note, select it from the Past Encounters section. 

  • Click on the Clinical Tasks button, located in the Side Bar section or, click on the Search button, located at the top left of the screen and select the Clinical Alerts option. 


  • The following screen will be displayed: 


  • The provider will be able to assign clinical tasks, when creating a new one, by pressing the New button, located at the top of the screen. 


  • All sections will be enabled to register the corresponding task.


  • Once you have finished recording all clinical tasks, press the Attach to Patient button located at the top of the screen. 


  • Or, if you wish to assign clinical tasks through the previously configured Templates, press the Templates button. (These should be previously configured in the Settings / Clinical / Clinical Tasks Templates screen).


  • The following screen will be displayed: 


  • Select the Template, which you want to add as a clinical task. 
  • Automatically, it will be displayed in the Clinical Tasks screen. Press the Attach to Patient button.


Option #2

  • Go to the Workflow screen.
  • Select the patient to be attended.
  • Press the Add button, located on the right side of the selected patient.  


  • The following screen will be displayed: 


  • Or, press the Create New Progress Note button or, if you have an open note, select it from the Past Encounters section. 

  • Click on the Clinical Tasks button, located in the Side Bar section or, click on the Search button, located at the top left of the screen and select the Clinical Alerts option. 


  • The following screen will be displayed: 


  • The provider will be able to assign clinical tasks, when creating a new one, by pressing the New button, located at the top of the screen. 


  • All sections will be enabled to register the corresponding task.


  • Once you have finished recording all clinical tasks, press the Attach to Patient button located at the top of the screen. 


  • Or, if you wish to assign clinical tasks through the previously configured Templates, press the Templates button. (These should be previously configured in the Settings / Clinical / Clinical Tasks Templates screen).


  • The following screen will be displayed: 


  • Select the Template, which you want to add as a clinical task. 
  • Automatically, it will be displayed in the Clinical Tasks screen. Press the Attach to Patient button.



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