Adding a New Task Template

To add a new task template to Daybook:

1. From Daybook, select Task Template and then select Create New .
2. Add Task Template displays:

   

3. Complete the template with as much information as you can, use the comments on the form for completion guidance:
   • Template Name – Enter a name for the template.
   • Task Description – Describe the task being requested, this text displays when adding a task from the template list.
   • Tasks created from this template are normally attached
     • to a patient – Tick if this task should be attached to a patient.
     • to a clinical document - Tick if you require a document to be attached to this task.
   • Default due date – Enter the normal time span required, eg 3d for 3 days, 1w for 1 week.
   • Default priority – Select Routine, Urgent or Low Priority from the list.
   • Escalate priority, if not completed after - Check to set the priority of a task to increase if not completed by the date offset entered.
   • Default recipients – Staff can be selected by typing their initial letter as well as by clicking on Choose...:.
   Remember - Staff Groups are set up through Control Panel, see Managing Staff Groups for details.
   • On completion:

     • Notify the author - Tick if you want a notification to be automatically created.

     • Add to medical history - Tick if required. A Read Dictionary screen displays. Select the Read code you require and select OK to save and close.
   Note – Any Read code entered here is recorded to the patient’s record and should therefore be accurate and QOF appropriate.
   • Initial comments - Enter any text that is relevant.
4. Select OK to save and close.