Task Lists Screen Overview



The Task List will show all the Tasks that have been created. The Task List is a working list to help manage the workflow and remind users of important tasks that must be completed. Users are able to create tasks for themselves or they can create and assign tasks to other users within the Practice. If the Practice is set up for Pathology, the electronic Pathology results will also import and display under Tasks. The Practitioner will be notified as soon as new results are available. 

  • The contents of this user manual will consist of the following information:
    • Create a New Task
    • Filter

  • This user manual will start on the Diary screen.

  • Click on the Navigation Wheel on the Navigation Bar.


  • The Navigation Wheel will open.



  • Click on the Communication segment.


  • The Switch History screen will open.


  • Click on the Tasks tab on the Navigation bar.


  • The Tasks screen will open. 



Create a New Task

  • Click  on the +New Task button to create a new task.


    • The TASK ITEM-Workflow Event screen will open.


    • The following fields need to be completed to create the new task:
      • Title: Give the New Task a name for example: Register Patient for PMB Benefits.
      • Due Date and Time: Fill in the date and the time for when the task needs to take place.
      • Priority: The priority can be sent by using colours to indicate the importance of the task.
      • Hide GoodX Users: Ability to hide all the GoodX users to indicate only the Practice's users. 
      • Assign User: A User can be assigned to the task.
      • No Suggested Event: A Workflow event can be used.
      • No Diary: A Specific Diary can be selected linking the task to a specific Practitioner's diary.
      • Debtor: The Debtor drop-down allows the user to select between the Debtor and the Patient. 
      • Search Debtor by File No, Acount, Name, Surname, ID, Mobile or MA Scheme/No: Type in the details of the Debtor/Patient in order to search for the Debtor/Patient.
      • Request: Information and requests can be typed into the Request text box for the user to action.
      • Feedback: After the user has actioned the task they can leave a Feedback should any further action have to take place. 

Please Note: The Tasks that will be displayed will only be those that have been assigned to the specific logged-in user. 

    • Click on the Complete button to Complete the task or the Feedback information. 


    • Click  on the Save button to Save the task that was created.

Filter 

Tasks can be filtered on the Task item screen in order to make the search for tasks easier. This will especially be a handy tool when a Practice makes a lot of tasks daily.


The following actions can be done from the Filter action bar:

Filter: 

Filter

Last modified: Tuesday, 17 October 2023, 11:37 AM