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Create and Reply to Tasks

Tasks can be added to a Task List or sent to a user Inbox. Manage tasks in the Tasks Area.

  • When a user is subscribed to a task list, new tasks added to that list will pop up.
  • Tasks attached to patients also show in the patient's Chart module, Progress Notes.
  • If a task is left open on the screen, it will automatically refresh if an edit is made or a note is added by another user.
  • When a user receives a new task, a popup shows with a chime sound. To block popups and chime at a user level, see Tasks, Manage Blocks.
  • If a task is added when the Open Tasks or Main tab is selected, the task will be added under the Main tab.

Add a GeneralTask

  1. To add the task to a specific task list, highlight the task list first.
  2. In the Tasks area, click Add Task.
  3. Enter the task information. See Task window.
  4. Click OK to send the task to the specified task list. Everyone subscribed to the task list will be notified of the new task. OR
    Click Send To, then select an inbox to send the task to.

Add a Task Attached to the Currently Selected Patient

  1. In the main Toolbar, click To Task List.
  2. Select the Task List, then click OK.
  3. Enter the task information. See Task window.
  4. Click OK to send the task to the specified task list. Everyone subscribed to the task list will be notified of the new task. OR
    Click Send To, then select an inbox to send the task to.

Reply to a Task / Add a Note to a Task

  1. Open the task. See Task window.
  2. Click Add to add a Note.



  1. Enter the Note. Click Auto Note to insert an auto note.
  2. Click OK to save.
  3. Click OK to leave the task in the current task list. OR
    Click Send To, then select an inbox to send the task to. OR
    Click Reply to send the task to the last person who sent it.

 

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