1. Introduction
You will learn how to create your personal To-dos and track them on EMERGE.
2. Open the To-do Icon
Click on the To-do Icon to open your personal to-do tasks.
3. Access Task Creation
At the bottom, you will find a field to enter the task you wish to create. By default, this task will be assigned to today's date.
4. Assign Task to User
You also have the option to tag patient files to your personal to-do list. To do this, simply enter @ followed by the patient's name. A list will appear, allowing you to select the correct patient.
5. Send Task Assignment
Click "send" to submit the task assignment and notify the user.
6. Open Calendar View
Click "calendar_today" to open the calendar for scheduling the task.
7. Navigate to Next Month
Click "Next month" to view and select dates in the upcoming month.
8. Select Date for Task
Click on the desired day of the month to schedule the task.
9. Access Additional Options
Click here to access more options related to the task scheduling.
10. Enter Task Title
Fill in the task title with "Call Patient @" to specify the task purpose.
11. Add Task Details
Fill "Call Patient @ to review lab results." to provide detailed instructions for the task.
12. Send Task Notification
Click "send" to notify the assigned contact about the task.
13. Open Status Field
Click here to access the status field for the task.
14. Set Task Status
Fill "on" to update the status of the task accordingly.
15. Access Another Field
Click here to open another field related to the task configuration.
16. Update Field Value
Fill "on" to set the value for the selected field.
17. Open Comments Section
Click "chat_bubble_outline" to open the comments section for the task.
18. Access Reply Field
Click here to focus on the reply input area within the comments section.
19. Write Reply Note
Fill "Replying to the note." to respond to the existing comment.
20. Send Reply
Click "send" to submit your reply to the comment thread.
You have successfully managed tasks by creating, assigning, scheduling, and communicating within the EMERGE. Continue exploring related features to enhance your task management workflow.