Creating To-Do Items from a Patient List

1.   If you haven't already, select My Patient List from the Desktop menu. If not already selected, click My, or click Practice to display your practice's lists.

2.   Click the name of a list to select it.

3.   Do either of the following:

• Create a To Do Item

  a.   Select the desired patient or patients by clicking the check box next to each name. Or, to create a To Do item for all patients on the list, click the uppermost check box.

  b.   Click the To Do button. The LMR displays the entry screen for To Do items.

  c.   Modify the Start Date and select an End Date, if desired.

  d.   Type the text of the To Do item.

  e.   Click Ok (ALT+O).

• Edit a To Do Item

  a.   Click the  icon in the To Do column for that patient. The LMR displays the entry screen for To Do items.

  b.   Update the Start Date, End Date, and the text of the To Do item.

  c.   Click Ok (ALT+O).

4.   If you want to save and sign for your work now, click Sign (F10). The LMR indicates the changes that will be saved. Type your key and click Sign.

Note: To Do items that you have created can be managed from the To Do module from either the Desktop menu (for all items that you have created) or Patient Chart menu (for items for all providers for that patient). See Overview of the Desktop To Do Module or Overview of the Provider To Do Module  for details.