10!DOCTYPE html> Claim and Complete Tasks

Claim and Complete Tasks

Claim Tasks

You can claim tasks regardless of who created them. And you can mark tasks complete regardless of who has claimed them.(This functionality may change as the plug-in iterates toward national release.)

To claim a task:

  • Click to open the task from the Tasks or Multi-Patient Board view. (You can also double-click a task on the Search detail view).
  • Select the Claim Task checkbox.
  • Click Save
Claim tasks screen capture

Unclaim Tasks

You can also unclaim tasks, regardless of who claimed them. (Again, this functionality may change as the plug-in iterates toward national release.) To unclaim a task:

  • Click to open the task from the Tasks, Multi-Patient Board, or Search detail view.
  • Select the Un-Claim Task checkbox.
  • Click Save.

Mark a Task Complete

To complete a task:

  • Click to open the task from the Tasks or Multi-Patient Board view. (You can also double-click a task on the Search detail view).
  • Select the Done checkbox.
  • Click Save.