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: 

• Click on the Clinical button and then select the Clinical Task Templates option. 
• 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 the patient to a provider. 

• Press the Save button.

• Press the Settings button in the main menu. 

• The following screen will be displayed: 

• Click on the Clinical button and then select the Clinical Task Templates option. 
• 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 the patient to a provider. 

• Press the Save button.