The To Do List serves as your own personal reminder of tasks that you need to complete.
How to access the To Do List:
- Go to the Choose Action tab.
- Select the Todo List widget. The list of tasks appears in the Todo List window.
- Charts and medications may have an Open or Unsigned status. Double-click on a chart or medication to jump to that particular record.
- Tasks with a Pending status are text reminders. Double-click on these items to edit the information. Open the Status drop down and choose Completed to mark the item as complete.
To delete a task, click it to highlight it green and click the Trash Can button. Click Yes in the Confirm window to delete the task.
Keep in mind that the Todo List widget is on the Choose Action screen, which is related to the active patient in the patient reserve - if the active patient has an outstanding ToDo item (like an unsigned chart note) there will be a bubble on the ToDo widget with the number of items needing completion for that pet. You may have MORE ToDo items on your ToDo list than the bubble indicates, because that bubble is in reference to the active patient.