Tasks and Clinical Actions can be added to a Work List in one of two ways. This article will step you through both of these methods.
Method 1: Adding via the Work List
Create your Work List (how to create a work list article to be hyperlinked here), or open an existing one by going to the clipboard icon, then selecting Work Lists. Tick the desired Work List, then click Edit.
- In the Work List window, click the New button.
- Select either New Task or New Clinical Action.
- The Assignee can be a User or User Group in your clinic. Select the desired option, then type in the name of the Assignee. In this case, we're choosing a User Group called Reception.
- Complete the rest of the fields as you would normally when creating new Tasks, then click Save. (hyperlink to https://support.medirecords.com/hc/en-us/articles/360000230196)
To edit an existing Task/Clinical Action, use the pencil icon to the right of the task item.
To remove a Task/Clinical Action from a Work List, use the trash can icon. Note that it does not delete the Task/Clinical Action, and that it should still be actioned by changing its status as required.
Method 2: Using the New Task and New Clinical Action buttons
Tasks and Clinical Actions can also be added to Work Lists using the existing New Task/New Clinical Action buttons that can be found in the upper right corner of MediRecords (as seen below). These buttons are also available in the patient's record (that patient's tasks/activities), and via the clipboard icon (all patient's tasks/activities).
If adding a Task or Clinical Action using one of these methods, note that you will need to enter the Work List you wish to attach it to, by searching for and selecting it in the Work List field.
Changing the Status
Once you have actioned your Task or Clinical Activity, you can change its Status. The Status can be changed from Open to Cancelled, Complete, or Escalated.
Note that once it is changed to Cancelled, Complete, or Escalated, it can only be changed back to Open.
You have now successfully added a Task/Clinical Action to the Work List. You may now wish to learn more about Tasks and Clinical Actions.
If you need further assistance please contact support on 1300 103 903 or email at email@example.com