Task Resources

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Task Resources

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Select task_resources_icon_nav_panel Task Resources on the navigation panel if needing to add resources to the task. Below is an explanation of each column:

 

Description: Displays the description of the resource associated with the task.

 

Type: Displays the type of resource (Location or Personnel) associated with the task.

 

 

Action Bar options:

 

Add: Selecting this option will allow resources to be added to the task.

 

Remove: Selecting this option will remove a resource from the task.

 

Messages: Select this option to configure an affirmation, confirmation or reminder message to the patient when scheduling this task. Refer to the Messages section on additional information on this option.

 

 

Resource Selection

 

Select add_icon Add to add resources to the task. Below is an explanation of each column:

 

Search Resources: Displays a listing of all available resources that may be selected for the task. A search option is available at the top of the screen. To add a resource to the task, select the green plus sign to add it to the Pending Resources column.

 

Pending Resources: A listing of selected resources from the Search Resources column will display here. To remove a task from this column, select the red minus sign.

 

Action Bar options:

 

Save Pending: This will save all resources in the Pending Resources column.

 

Clear Pending: This will remove anything in the Pending Resources column.