Adding Outstanding Actions

Add an outstanding action to remind yourself about particular information related to this patient.

Procedure

To add an outstanding action:
  1. From the patient's record, select Clinical > Action List. The Outstanding Actions window appears.

    By default, the window shows all Outstanding Actions for this patient. To display actions only for the next 7 days, deselect Show All Actions.
  2. To add a new Action to the Outstanding Actions list, click Add. The Add Action to List window appears.

  3. Select the practitioner who recorded the Outstanding Action via the associated drop-down list.
  4. Select a date on which the Action is due.
  5. Then either:
    • Enter a free-typed description of the Action into the Action Description text box. Free-typed descriptions are used only once (for the current Outstanding Action), saved only to the current patient's record. If you think you may wish to use the same description on another occasion, and/or with another patient, consider adding it to the global list of pre-defined Actions first.
    • Select one of the predefined Actions from the list provided.
  6. Click Save to save the Action to the patient's Outstanding Actions list.

Results

The action is added to the patient's record.