Task
This window is used to create and edit a Work List Task.
If you are creating a new Follow-Up task the screen will look like:
The fields are:
Customer - the customer - this is a mandatory field
Patient - the patient - this is an optional field
Work List - (present only when creating a new Follow-Up task) - used to select the work list to which the task is to be added. The available worklist are those set for the current clinician, current user and current practice location (via Administration|Users and Administration|Organisation|Practice Location). The initially selected one is that set as the first on the clinician's list of Follow-Up work lists; and if s/he has none, the from the user's list and if they have none then from the Practice Location's list.
Task Type - the task type - see Administration|Types|Task Type
Started - the date and time that the task was started
Completed - the date and time that the task was completed
Notes - any pertinent notes
Clinician - the clinician - this is an optional field
Status - the status can be one of (in logical order) Pending, In Progress, Billed, Completed or Cancelled
Note that normally both the status and the completed date/time are updated by the system when you use the Consult (sets status In Progress) and Check-Out (sets status Completed and the Completed date/time) buttons on the Work List screen, and Complete/Finalise (sets status Billed) button on the Invoice screen.