Clinical Tasks

A Clinical task is an action that you assign to yourself during a consult that must be completed by a future date. An example of a task could be to review the patient's medical history.

This article explains how to create tasks in the clinical record, and how to action tasks via either the clinical record or the Clinical tasks screen.

Create a task

1. From the Appointment book, create a new appointment and link a condition.
2. Start the consult.
3. In the Clinical record, click the + (plus) icon next to Tasks, or Add clinical task.



4. Select a task description from the list of options provided or type the description into the Description field.



5. Indicate when the task is Due: either on a particular date, or after a certain number of consults.
6. Indicate the task's Priority.
7. Add a Comment if required
8. Tick Lock task if you do not want others to be able to make changes to the task.
9. Click Save. The task will be listed under Tasks on the left hand side of the screen.

The task will also be listed in the Clinical tasks screen. To view the Clinical tasks screen, either click the number next to Tasks, or from the home screen, click To do > Clinical tasks.

Action tasks

Clinical record

1. Access the clinical record for the Patient or Client you wish to actions a task for.
2. Click the arrow next to Tasks to view all unactioned tasks for the Patient or Client.



3. Click the number next to Tasks. The Clinical tasks screen will appear.



4. If required, use the filters at the top of the screen to find the task you wish to action.
5. Select a task from the list and click Mark as completed to indicate that the task has been actioned. The Complete clinical task screen will appear.
6. Add notes if required and click Complete.

The task will be removed from the clinical tasks list.

From the Clinical tasks screen, you also have the option to:

• add a new task
• edit an existing task
• delete an existing task.

Clinical tasks screen

1. Select To do > Clinical tasks. The Clinical tasks screen will appear.



2. If required, use the filters at the top of the screen to find the task you wish to action.
3. Select the task you wish to action and click Completed to indicate that the task has been actioned. The Complete clinical task screen will appear.
4. Add notes if required and click Complete.

The task will be removed from the clinical tasks list.

From the Clinical tasks screen, you also have the option to:

• edit an existing task
• delete an existing task.

Last updated 27 October 2023