Creating a Task on the iPad

Creating a task on the iPad is easy and convenient. Tasks can be created in the task center or from the patient's chart.

You can access the task center on the lower toolbar of the app by tapping the Tasks button. Tap the () to add a new task.

You can create the task manually by:

• Entering a title
• Selecting the assignee
• Status
• Due date
• Priority
• Category

If you have a task template you have created on the web, you can select it from the menu.

Select Add Associated Item to add a patient and/or document.

Search for the patient you would like to make the task for.

If needed, you can select an item from the patient's history to attach to the tasks.

Tap Save when finished.

You will see a green success message on the top.

Once the task is created, you can access it on the left.

If you have already selected the patient, tap the () and select Create Task. The patient's name will already be associated with the task.