Create a New Task

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Create a New Task

This article will cover the different ways to access the New Task form and how to create a new task in MediRecords. 

There are several pages from where a new task can be created:

Activities Screen

Click the Clipboard Icon in the MediRecords menu ribbon to open Activities.

Click Tasks then click New Task.

Whichever Owner you assign the task to, the system will assign it to that user as an Activity.

In the Assign To field, you can also choose to assign the task to a user, rather than a patient, and the system will create an activity for the assigned user as well as the owner.

Fill in the form as required and click Save.

Patient Record

After Opening a Patient Record, click Activities.

Click Tasks then New Task.

Whichever Owner you assign the task to, the system will assign it to that user as an Activity.

Since the task was created directly from the Patient record, this task can only be assigned about that patient.

Fill in the form as required and click Save.

Quick Links

Click + Task on the Quick Links bar from anywhere in Medirecords.

Whichever Owner you assign the task to, the system will assign it to that user as an Activity.

Fill in the form as required and click Save.

*NOTE: Tasks created from the Quick Links bar can only be regarding patients.

Express Tutorial

1.  Click the Clipboard Icon

2.  Click Task

3.  Click New Task

4.  Complete the pop up New Task menu

5.  Save

You've completed another MediRecords Tutorial. You should now be able to create a new task. If this is not what you're looking for, head back to our knowledge base and search for another article.

For urgent assistance, please contact MediRecords support on 1300 103 903 during business hours.