Knowledgebase: New Features
The To Do Button in the Order Module
Posted by Meghan Modreck on 17 Feb 2016 09:43 AM

The To Do Button in the Order Module

The To Do button in the ‘More’ section of the Order module is used to open an employee message with the Order number and Patient number already linked. It is also possible to set a ‘Trigger date’ and/or ‘Due date’ to the message. 

To Use the To Do Function

Once the Order is created and saved:

  1. Click the More button
  2. From the ‘More Order Details’ window, click the To Do button
  3. This will generate an Employee Message window with the Patient # and Order # linked
  4. The user also has the option to enter a Trigger Date to send the message on a future date
  5. The Due Date field is used to flag this message if there is a time limit for the topic of the message
  6. Select the recipient(s) for this message from the list of Users
  7. Enter the note into the Message field
  8. Click the Send button to create the employee message

 

See attachment for steps with screenshots.



Attachments 
 
 to do button in the order module.pdf (392.19 KB)
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