The Bp Premier To Do List is a personal reminder system. Your practice staff can use the To Do list to set custom reminders for themselves that aren't Actions, for example, visiting a patient, reviewing notes, or performing end-of-day or end-of-week tasks.
You can configure the To Do list to display on log on, on log off, or on closing Bp Premier via Setup > Preferences > General.
TIP You can also press F6 from the main screen, the appointment book, and the patient record at any time to open the To Do list.
Add a reminder to the To Do list
- From the main Bp Premier screen, appointment book, or waiting room, select Utilities > To Do List, or press F6. The To Do List screen will appear.
- Select Show due and overdue items only to only show items that need attention.
- Click Add. The To Do screen will appear.
- Complete the fields in the screen:
- Action – what is to be done
- Type – Type of action to do
- Date Due – select the date to be performed on or by
- Patient – click Link to patient to select a patient to link to the to do item
- Priority – select the priority of the item
- Details – extra information for this item.
- Click Save to add the item to the To Do list.
Remove an item from the To Do list
- From the To Do list, select the item to remove and click Remove.
- You will be prompted to mark the item as performed, or delete from the list. Click OK.
View the patient associated with an item
- From the To Do list, select the item.
- Click Open patient. The patient record will open.
Last updated: 02 August 2023.