Adding a Task

Tasks can be added to remind yourself or other staff members about something that needs to be done. This can be a general practice task or can be made about a particular patient, for example it could be to check some lab work.

To create a general task click Administration > Tasks > New Task
To create a task related to a specific patient, open the patients file then click Administration > Tasks > New Task re: “PATIENT NAME”
The same options can be found via the Tasks Workspace icon.

Open

There is also an option to create a task regarding the patient you currently have selected in EXACT.

1. Decide what user(s) you want the task to appear for. Select a Group, multiple Groups, a User or multiple Users from the Select Users screen, and then click OK:

   Open

   

    

2. Complete the Task details screen by entering the name, date, time and task details. If you tick the remind me option it will popup in their EXACT at that time. Click the Create Task button:

   Example of a patient specific task.

If you are using the Tasks workspace icon the Tasks icon number will increment for the user(s) its been assigned to:

And you will see the new Task in the My Created Task list (If you created the Task for multiple users, you will see each user listed as a Task in the My Created Task list).