Create Tasks

Create a task

There are two ways to create a task from the navigation bar. 

  1. Do one of the following to open the Add Task window.
    • Select Add Task .
    • Select Tasks  to open the Task Center, and then select New Task.
  1. (Optional) If you have a task template, select it from the Select template menu.
  2. (Optional) Select a patient or message to associate with this task from the Add Associated Item menu.

If you have the patient's chart open and select Add Task , the patient is already associated with the task.

  1. (Optional) If you've associated a patient, you can associate more items (up to 25).

  1. Complete the fields and select Create task.
  2. Select View to see the task details in the Task Center.