Troubleshooting
All your outstanding tasks are migrated to Tasks from Daybook and can therefore be found via one or more of the available Tasks screens. However, post migration, any tasks completed in Daybook are stored in a database that can only be accessed by the Vision Helpdesk. Should you need access to any of your old Daybook tasks you must contact the Helpdesk and they will retrieve the information for you.
To view any tasks for a patient from Consultation Manager, simply select Tasks - View All Tasks and Tasks is displayed with selected patient's tasks displayed.
If you have added a comment in error, simply select the X to delete it:
Once an item is deleted, you can undo the delete by selecting Undo. This is available until you deselect the task.
See Conversations for further details.
As well as displaying any activity your practice have added, the Activity section of a Task contains the full audit trail of a task:
If a task is completed in error, it currently must be deleted and then recreated. This issue is being addressed in a future version of Tasks with the introduction of a reinstate option for a completed task.
To see the screens that displayed on your initial log in:
- Simply right click on the Help button and select Getting Started.
- Use the arrow buttons to move through the various screens.
If you have set an out of office to cover your holiday, but then come back to work early:
Select Settings - My Account and simply slide the I will be out of the office slide button to the left.