10!DOCTYPE html> Create and Edit Tasks

Create and Edit Tasks

Create a Task

All HMP single-patient views—including the Tasks view—include a task-creation link. This link is located in the top-left corner of each view's main window.

Create Task link screen capture

You can also find New Task links in Meds Review detail panes. Creating tasks from these links automatically connects the tasks to the corresponding Meds Review items.

To create a new task:

  • Click the New Task link.
  • Type a name for the new task in the Task field. (This is a required field.)
  • The plug-in automatically sets the task's due date to the current date. You can type or select a new date. (A hover hint displays acceptable date formats; the date-selection tool automatically formats dates correctly.)
  • Select a task type. The plug-in currently provides three selectable task types: Administrative (the default type), Nursing, and Patient Phone Call. You can also type in the Type field.
  • (Optional) Type a description in the Description field. This free-text field includes limited formatting tools.
  • (If applicable) Select the Claim Task or Done checkbox, or both checkboxes.
  • Click Save.
Create Task dialog screen capture

Edit a Task

You can edit any task you see in the Tasks, Multi-Patient Board, or Search detail pane.

  • Click on a task. The plug-in opens the task's dialog box.
  • Edit any field (including the task title).
  • Click Save