Adding Outstanding Actions via the Holding File

Outstanding actions can be added from the patient's Holding File.

Procedure

  1. Select Correspondence > Check Holding File (Current Patient).
  2. Select the recipient whose results you want to view.
  3. Click OK.
  4. Select the result to which you want to add an outstanding action.
  5. Click Add Outstanding Action.
  6. In the Add Action to List window, in the Doctor list, select the practitioner who recorded the outstanding action.
  7. Select the date on which the outstanding action is due.
  8. Either:
    • Type a description of the outstanding action into the Action Description box. Free-typed descriptions are used only for the current outstanding action and are saved only to the current patient's record. If you want to use the description on other occasions or with other patients, add it to the global list of predefined actions.
    • Select a predefined outstanding action from the list.
  9. Click Save.

Results

The outstanding action is added to the patient's record.