If you are asked to transfer a patient’s notes, you can create a task to track this request.
The task will appear on Task Lists for the user – in the appointment book, the task manager and within the patient’s notes.
When the patient’s record has been transferred, the task will be “completed”.
Note: To learn more about adding and using task batches, visit the Tasks section of the MyPractice help manual.
Adding a new Task Batch
(template for GP2GP tasks)
You will only need to create the GP2GP task batch once. You can then create tasks as below, using this template.
Click on “Task Batches”, under “Clinical Setup” in the Tools menu.
Add a new task batch by clicking on the grey line.
Click on [+] at the left margin to open the Code and description
Enter “GP2GP” as the code. Enter “Send Notes (GP2GP)” as the description.
Click on [+] at the left margin (of task code and description) to open other details.
Add “0” to the Remind section to mark this task as a recall.
Click Finish to save your new task batch.
Click on Tasks in the top toolbar.
Click on New Task, at the bottom of the right-hand Actions pane
Choose the GP2GP task batch from the left-hand window. Press [Enter]. Details from your template will appear in your
Fill in the remaining details.
“Assigned to” is the staff member who needs to process the task.
Type part of the patient’s name in the orange box. When you press [Enter], you will be able to search for them.
You can use the drop-down menu to assign this task a priority. High priority tasks (1) will be displayed in red in the task manager.
Click on OK to save the task.