This guide explains how to send, route and manage clinical Tasks so messages reach the right team and patient file, and how to mark urgency for time-sensitive referrals.

1. Click the "Task" icon in the toolbar.

💡 If the Task is regarding a certain patient, ensure that patient's file is loaded when sending the Task.

2. Task menu overview.

3. To send the Task to the correct Team: select the "Team" button, then double-click and search for the team you want (e.g. Results, Secretaries, Reception, or Duty Reception).

4. How to set a Task as urgent (important for 2WW referrals).

💡 Before sending, check: the recipient, the correct patient is selected, the message, and the flag (urgent or not).

5. Click Ok once happy with your Task.

6. A new Task will appear like this when you get assigned one.

7. Double-click to see your Tasks. The number shown reflects how many Tasks are assigned to you.

8. Here is the Task manager — you can filter to see Tasks only for you.

9. If the Task has a patient attached, right-click on the Task and select Retrieve Patient to open their file.

10. To complete the Task: right-click on it and change the Status to Complete.

⚠️ Once marked as 'Completed', a Task cannot be undone and will be removed from the Task Manager.