Create templates for creating single or groups of tasks with preset descriptions, codes conditions and recurrence patterns.
Open the Task Batch Editor [Tools menu >> Clinical Setup >> Task Batches]
The name of the group or batch is displayed in the left column.
Click on the + on the left to expand this group
The group may contain one or more Tasks.
Each Task has a Description and optional code.
Click on the + on the left to expand this task to display any conditions, recurrence patterns and assignments.
Each Task may have other properties that determine its default behaviour:
Enter the frequency and select the period from the drop down menu for standard recurring patterns for setting the next due date on completion of a task
Select ASK in the periods column if you want to be prompted for the next task due date
Special codes can be entered in the Period Column (using the vcal format) for more complex patterns. e.g. “YT1 4 1″ represents a yearly recurrence on the 1st of April.
(To discover the vcal code for recurrences , look at the recurrence tab on an existing task. the code is displayed on the right )
Applying Task Batches
Open clinical notes and click on New Task.
Select a task group from the left menu, in which case appropriate items in the list that meet the set conditions will be added to the task list.
Alternatively, enter part of the task name in the “Description” box and press [Enter] to search.