Group Task

<< Click to Display Table of Contents >>

Navigation:  Scheduling Block >

Group Task

Previous pageReturn to chapter overviewNext page

A group task allows multiple patient appointments to be assigned to the group task's corresponding grid cell and allows these appointments to be managed by the user from the Group Task screen and from the patient's Appointment Detail screen.

 

NOTE: The Group Task's occurrence does follow the max simultaneous and max per day guidelines defined for each task resource.

 

Once a task/procedure has been setup as a group task in the Tasks/Procedures table, the group task may be created on the scheduling grid and then patients may be assigned.

 

To begin creating a group task, select a cell for the date and time for the group task to begin and then select block_icon Block from the action bar.

 

The Scheduling Block screen will then display. In the Reason section, select the Block option and then use the Task lookup to select the task/procedure that has been set as group task in the tables. The Recurrence pattern and Range of recurrence will also need to be set up. Once all the information has been populated, select update_icon Update from the action bar.

 

The group task will then appear on the scheduling grid with the description of the task.