Daybook Tab
For specific message types, Tasks can be automatically created when a message is received.
This option is currently available for:
- CDA messages.
To set up the auto-create option:
- From Mail Manager
select Tools - Options, select the Daybook tab. - Tick the choices you require:
- Auto-create 'Review clinical document' task - Select to automatically create a clinical review task when an appropriate message is received
- Auto- create 'Message assigned to deducted patient' task - Select to automatically create a task to notify a designated member of staff that a message has been received for a deducted patient, then select the member of staff from the available list
- Auto-create 'Failed message validation' task - Select to automatically create a task to notify a designated member of staff that a message has been received that has failed validation, then select the member of staff from the available list
Important- Remember to set up the Task Templates within Daybook - Maintenance - Task Templates - INPS Templates, for Daybook users or Tasks - Settings - Tasks - Task Templates for Tasks users.
