Use these settings to control and customize the appearance and behavior of the Tasks tool.

General

The following setting is system-wide:

  •  Show Rx Refill Follow Up tasks (triggered by checking "Warn me when this dosing expires" when prescribing)
    •  Everyone's task list
    •  The task list of the user who added the original prescription only

The following setting can be overridden per-location and per-user:

  • Tasks in the upper right corner of the schedule page should show the user's:
    • Unsigned encounter notes
    • Documents marked "for review"
    • Scheduled tasks

These system-wide behavior preferences can be overridden for individual EHR users:

  • Show open orders
    •  Only on the user's task list who added the order
    •  Everyone's task list
  • Show Supplement Follow Up tasks (triggered by checking "Warn me when this dosing expires" when prescribing)
    •  Everyone's task list
    •  The task list of the user who added the original prescription only
  • Show Document Follow Up tasks on
    •  Everyone's task list
    •  Only the task list of the user who marked the document as needing follow up
  • Hide Rx Refill Follow Up tasks added before [select Date]
  • Hide Unsigned SOAP Note tasks added before [select Date]