How Do I Create a View for Activities?

In this article, we will show you a step-by-step process on how to create a view for activities.

1. Go to the MediRecords Menu Ribbon and click on the Activities icon.
2. You will see three (3) tabs, Tasks, Clinical Actions, and Work Lists. In this example, you will see how to create a view under Tasks, but this process will also apply to Clinical Actions and Work Lists
3. Click on Views.
4. You can either click on New View, or Create New View
5. You can name the view you wanted to create, by entering it in the View Name field
6. Select Entity, Field, and Operator.
7. Add a Description (optional)
8. Click Save.

If you need further assistance please contact support on 1300 103 903 or email atsupport@medirecords.com