How to manage the task list

Tasks document work related to patient care, quality management, and medico-legal records. Tasks are never deleted - they create a permanent record. Every HealthTrack user can create tasks and have tasks assigned to them. Tasks can be associated with a patient, booking, referral, company, or prescription, and can also serve as reminders or follow-ups between users.

Accessing your task list

The task list is accessible from three locations.
- Practice Wide > Task List.
- The Task tab on the left-hand side of the diary.
- Practice Wide > My Dashboard and selecting the Tasks icon.

Viewing the task list

The Task List shows all tasks assigned to or created by you.

Use the Ownership options to filter the list:
- My Tasks - default view.
- Created by me - to monitor tasks you have delegated.
- Managed by me - tasks you are responsible for.
Use the View options to sort by due date or to show all tasks.
Tick Show Complete to include completed tasks.
Double-click any task to open it.

Creating a task

Tasks can be created from multiple locations:

Patient Demographic tab	select `Add Task`
Patient Management tab	select `New` from the Tasks section at the bottom of the screen
Clinical Summary tab	select `Add Task`
Practice Wide > Incoming Approval	select `Accept and Add Task`
Booking Form	select `Add Task`
Diary > Task tab	select `New`

Selecting any of the above options opens the Task window.

In the Task window, the Patient's basic information is displayed at the top.

Populate the fields as required and select Save & Close.

Tasks are never deleted. Record enough detail in the Detail field that anyone reading the task at a later date can understand what was required and why.

Completing a task

To update or complete a task, open the Task List:

Select Redefine Task to make it editable.
Change Current Status to In Progress when you begin work on the task.
Add an entry in the Comments section to record the actions completed.
Click the Timestamp button to insert the current date and time into the Comments field.
When complete, select Save & Close.

Printing tasks

Click Print on the Task List screen to print your task list, or click Print on an individual Edit Task screen to print that task.

A report can also be printed for all tasks or for any specific user. This requires the Manager security permission of RedefineAnyTask.