There are several options for configuring the categories of clinical tasks. 


Option #1

  • Click on the QuickLinks text, located at the top of the screen. 

  • Select the Settings option.

  • The following screen will be displayed: 


  • Presione el botón de "Clinical" y luego seleccione la opción de "Clinical Task Templates". 
  • The following screen will be displayed: 


  • Press the Tasks Categories button, located at the top of the screen. 


  • The following screen will be displayed:


  • Press the right mouse button and select the Add option. 


  • Write the description of the category or level of the visit. 


  • Select the color, with which you will identify it. If you want the category to be the one displayed by default, select the box. 

         

  • Select the Default checkbox if you want this to be the category that is automatically displayed when assigning a provider. 


  • Press the Save button.


Opción #2
  • Press the Settings button in the main menu. 


  • The following screen will be displayed: 


  • Presione el botón de "Clinical" y luego seleccione la opción de "Clinical Task Templates". 
  • The following screen will be displayed: 


  • Press the Tasks Categories button, located at the top of the screen. 


  • The following screen will be displayed:


  • Press the right mouse button and select the Add option. 


  • Write the description of the category or level of the visit. 


  • Select the color, with which you will identify it. If you want the category to be the one displayed by default, select the box. 

         

  • Select the Default checkbox if you want this to be the category that is automatically displayed when assigning a provider. 


  • Press the Save button.



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