Create a Patient Contact Reminder or General Task

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The Message Center Tab > Tasks > Creating Tasks > Create a Patient Contact Reminder or General Task

Create a Patient Contact Reminder or General Task

1 To access the Add Task dialog box, do one of the following:

• On the Quick View page:

a Click the Message Center tab.

b Click the Tasks menu item.

c Click the Tasks tab.

d Click Add Task.

• On a patient’s summary:

a Access the patient summary. For instructions on accessing the patient’s summary, see Accessing a Patient Summary.

b In the Patient Tasks section, click the Add link.

• While viewing a patient’s lab result details:

a Access a lab result. For instructions on viewing a result, refer to one of the following topics: View New Lab Results , Resolve Unassigned Lab Results , View All Lab Results for a Patient , or Search Lab Results.

b Click the Tasks tab.

c Click Add Task.

• On the Informatics Search Results list:

a Perform an informatics query. For instructions on performing an informatics query, see Perform an Informatics Query.

b On the Informatics Search Results list, click Add a Task.

• While viewing clinical decision support information:

a Access clinical decision support information. For instructions on accessing clinical decision support information, see View the Non-Compliant Patients List or View Care Recommendations for a Patient

b Click Add a Task.

2 On the Add Task dialog box, do the following:

Note: The options available on the Add Task dialog box differ based upon the task type.

a In the Task Type list, click Patient Contact Reminder or General Task.

b In the Patient box, type the name of the patient (if applicable) that the task references.

If you accessed the Add Task dialog box from a patient’s summary, lab result, safety alerts, or care recommendations, the Patient box is automatically populated and you can not modify it.

Note: If you are creating a patient contact reminder, after selecting the correct patient, a list of up to five of the most recent contact reminders for that patient may appear if you or another user in your organization has previously created contact reminders for that patient.

c When creating a new task and referencing a patient, the option to select an attachment may appear. Do the following to attach a lab report to the task:

Note: If you access the Add Task dialog box from a lab result, that result report is attached automatically and the Select Attachment link does not appear.

i Click Select Attachment.

ii In the Attach Clinical Activities dialog box, do the following:

• Click the option button next to the lab report you want to attach.

• Click Attach Selected to attach the lab report to the task.

d In the Assigned To list, click the name of the user to whom you want to assign the task.

Note: Users assigned the phlebotomist role will not appear in the list.

e In the Due Date box, type or select the date the task is due to be completed.

Note: The due date can only be the current date or a future date.

f In the Subject box, type the title for the task.

g In the Message box, type the task content.

3 Click Save to assign the task.