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 To-Do List widget. The list of tasks appears in the To-Do 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 To-Do 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 To-Do item (like an unsigned chart note) there will be a bubble on the To-Do widget with the number of items needing completion for that pet. You may have MORE To-Do items on your To-Do list than the bubble indicates because that bubble is in reference to the active patient.