There are several options to change the status of a procedure to completed.  


Option #1 

  • Go to the Workflow screen. 
  • Click on the Clinical Tasks tab, located on the right side of the screen.


  • The following section will be displayed:


  • Double-click on the patient to display the clinical tasks of the selected patient. 


  • The following screen will be displayed: 


  • In the Procedures section, click on the Add Note button. 


  • The following screen will be displayed: 


  • Write a note, related to the task of the procedure. In the same way, the user will be able to add a note, through phrases. 
  • Then, press the Save button. 
  • Automatically, it will be identified in green color, as the task was completed and automatically, the Status box will be checked.


Option #2

  • Go to the Workflow screen. 
  • Press the More Options button, located at the end of the patient line.


  • The following options will be displayed:


  • Select the View Clinical Tasks option.


  • The following screen will be displayed automatically:


  • In the Procedures section, click on the Add Note button. 


  • The following screen will be displayed: 


  • Write a note, related to the task of the procedure. In the same way, the user will be able to add a note, through phrases. 
  • Then, press the Save button. 
  • Automatically, it will be identified in green color, as the task was completed and automatically, the Status box will be checked.


Option #3

  • Go to the Workflow screen.
  • Open the patient's note, which presents assigned pending clinical tasks.


  • The following screen will be displayed:
  • Press the Active Tasks button, located in the Side Bar section. 


  • Or, press the Search button located at the top left of the screen and select the Active Tasks option. 
  • The following screen will be displayed automatically:


  • In the Procedures section, click on the Add Note button. 


  • The following screen will be displayed: 


  • Write a note, related to the task of the procedure. In the same way, the user will be able to add a note, through phrases. 
  • Then, press the Save button. 
  • Automatically, it will be identified in green color, as the task was completed and automatically, the Status box will be checked.



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