Tasks within Meddbase can be created from a variety of locations, including:
- Start Page
- Patient Records
- Company Records
Tasks allow users to create reminders for any reason and link this to any of the above locations (for example, a task generated from an appointment will contain a ‘View Appointment’ button).
After clicking the ‘Assign Task’ button you will be presented with the new task dialogue box. From here you can define:
- Who the task is assigned to
- When the task begins
- When the task must be completed
- A reminder of the task on a certain date and time
- The ‘Status’ of the task
- If the task is open-ended
- If the task must be verified before completion
- Any notes relative to the task
Once a task is marked as ‘Complete’ it will be archived.
To view archived tasks you must be a member of the ‘Task Admin’ role. Access the archive by clicking Start Page > Admin followed by ‘Chamber Work History’ on the ‘Work' tile. This will show all completed and archived tasks. Should you need to re-open a completed/deleted task, this can be done here by clicking on the task in question and changing the 'Status' of the task.