Efficiently managing tasks is crucial for healthcare professionals. Here’s how to schedule and organize tasks using the Doctor Cloud IDD homepage.
- Navigate to the homepage of your Doctor Cloud IDD account. Locate the tasks section.
- Select "View All" to open a larger screen displaying your tasks. Here, you can see recent and overdue tasks.
- To create a follow-up task, identify the relevant task and select it. Update the status to "In Progress" and set a new due date. Assign it to the appropriate person if needed.
- Enter the priority level for the task. For follow-ups, this might be marked as "Abnormal."
- Add notes to the task for additional context. This can include reminders or specific details about the follow-up.
- To manage existing tasks, review your list. Mark completed tasks by selecting them and marking them as complete. If a task needs to be reopened, select the reopen option.
- To create a new task, click on the drop-down arrow and select "New Task." You can assign this task to yourself or another person.
- Set the status of the new task to "In Progress" if you are currently working on it. Enter a subject for the task.
- Specify the due date for the task. If you are creating a main calendar for your household, ensure the priority is set to "Normal" or "Low."
- You can attach the task to a person or a home. In this case, attach it to a home.
- Set the type of the task to "Initial" since it is the first time you are creating this task. Save the task.
- Return to the homepage to view your tasks. You can mark completed tasks by checking them off, which will clear them from your list.
- If you need to undo a completed task, ensure you mark it accordingly.
This process allows for effective task management on the Doctor Cloud IDD homepage.