Creating Specific Tasks

Certain tasks have their own requirements to ensure they are delivered to the correct recipients:

Note - Only appropriate if your Community Team are using the Vision Community App

Community Referral Tasks are created in the usual way (see Creating a Task) but have the following mandatory requirements:

  • Recipient - You must select your community team.
  • Description - A description must be included or the task is rejected.
  • Patient - A patient must be attached or the task is rejected.
  • Category - You must select Referral from the available list.

Without these four criteria a task is not passed to your community team.

See Community Referral for an example template.

Cross-organisation tasks are tasks exchanged between your practice and a third party. In order to send and receive cross-organisation tasks, the following criteria must be met:

  • You must be running Tasks v1.4 or above
  • The third party must be running Tasks v1.3 or above
  • You must have a sharing agreement set up by the Vision project team with the third party - Contact your Customer Support Manager for details.
  • Cross-organisation tasks are created in the usual way (see Creating a Task) but have the following mandatory requirements:
    • Recipient - You must select the third party organisation from the available list, you cannot select individuals from here.
    • Subject - You must enter a pertinent subject line that does not contain any confidential patient information, if the task is for a specific person, enter their name here too.
    • Category - You must select a category from the available list.

Without these criteria a task cannot be passed to a third party organisation.