Copy to note
Revision as of 12:35, 5 June 2014 by Litisha.Turner (talk | contribs) (Created page with "Generally the purpose of copying a task to a note is to ensure that the task data becomes a part of the legal record. Copying a task to note can be done from the task list by...")
Generally the purpose of copying a task to a note is to ensure that the task data becomes a part of the legal record. Copying a task to note can be done from the task list by following these steps:
1. Highlight the task to be copied
2. Click the "copy to note" button
3. Select the appropriate encounter (note that an encounter more than 14 days old can not be selected)
4. Select the appropriate note type
5. Save & Close the note
6. Complete the task if applicable
Also note that steps 2 through 6 above can be eliminated when the task options are predefined under the "copy to note options" section in the Task Name Dictionary.