Index

To Add a Task through the File

NOTE: If you have 'Use Workflow Manager' checked in E/M Work Profiles, Workflow Manager will open up at this point See Using Advanced Workflow Management. If you are wanting this task to occur in all of a specific profile type see To Add a Task to a Profile

If the task has already commenced then select a different Status and, if required, indicate the % Complete.
If the task has a greater or lesser urgency than normal then select a different Priority.
If you wish this task to recur after it has been completed, then check the Recurrence box and enter the days after task completed you wish the task to be performed (eg; file review).
If you want the Time Clock to start when this task is performed then select the Billing Code and type in a narrative below.
If you want a Document to be created when this task is performed then select the Document Template.

To Add a Task through the File

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