Setting up Task Templates

To facilitate fast and accurate task creation throughout your practice, Task Templates should be created. It is important you check the list of existing templates before adding new ones, duplications clutter your system and lead to longer selection time for your staff.

Note - You must have administrator rights to access Settings - Task Templates, see Security - Add User to Security Group for details.

  1. From Tasks, select Settings .

  2. Now select Task Templates and all your existing Task Templates display.

  1. Select Create new template...and the New Template screen displays:

  1. Complete the template with the default details required:
  • Template name - Used to select the correct template. Enter an appropriate name for this template, a maximum of 20 characters, for example, 'Reauthorise request'.
  • Subject - Displays for the recipient of the task. Enter the text you want to display on the task created from this template, this can match the Template name, but does not have to.
  • From (Optional) - This defaults to the person creating a task from this template unless a staff member or group is entered here, simply type and select from the smart list offered if appropriate.
  • To (Optional) - If the task this template creates usually goes to the same staff member or group, start typing their name and select from the smart list offered, for example, 'Receptionists'.
  • Description (Optional) - If there is a standard text used each time for this task add it to Description, for example, 'Please reauthorise the following repeats,'.
  • Task should contain an attached patient (Optional) - Tick if any task created from this template is usually attached to a patient.
  • This task is sensitive (Optional) - Tick if this task is deemed sensitive.
  • Write back clinical code (Optional) - You can select from a predefined list of administrative clinical terms to be added from your template if appropriate.
  • Select a category (Optional) - You can select from a predefined category for your template if appropriate.
  • Date Offset (Optional) - If a task created from this template usually has a time frame, using the usual d=days, w=weeks, m=months or y=years short hand, enter the time frame, for example, 2d = 2 days.
  • Urgent (Optional) - Tick, if by default, a task created from this template should be marked as Urgent.
  • Make urgent when overdue (Optional) - Tick if, by default, any tasks created from this template should escalate to urgent if not completed within the specified time frame.
  1. Select Save to save and close.
  2. A 'Template 'name of template here' was completed successfully' message displays at the bottom of the screen for a few seconds.
Note - If at any time you need to cancel the creation of this Template select at the top right of the Template screen.

You should now arrange the templates into quick lists for individual staff groups, if you do not order the templates above the black line for a given group, the members of that group are offered all the available templates in list order. See Setting the Display Order of Task Templates for full details.

View the following video to see how to set up a Task Template. For further videos see Video Tutorials.

Important - For practices using Aeros, you must watch the videos on your local desktop. To do this copy and paste the above url into your local browser. Local health board restrictions may also affect access.

 

Setting up Task Templates (0.48)