Efficiently managing tasks is crucial for healthcare professionals. Here’s how to schedule and organize tasks using the Doctor Cloud IDD homepage.

  1. Navigate to the homepage of your Doctor Cloud IDD account. Locate the tasks section.
  2. Select "View All" to open a larger screen displaying your tasks. Here, you can see recent and overdue tasks.
  3. 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.
  4. Enter the priority level for the task. For follow-ups, this might be marked as "Abnormal."
  5. Add notes to the task for additional context. This can include reminders or specific details about the follow-up.
  6. 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.
  7. 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.
  8. Set the status of the new task to "In Progress" if you are currently working on it. Enter a subject for the task.
  9. 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."
  10. You can attach the task to a person or a home. In this case, attach it to a home.
  11. Set the type of the task to "Initial" since it is the first time you are creating this task. Save the task.
  12. Return to the homepage to view your tasks. You can mark completed tasks by checking them off, which will clear them from your list.
  13. 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.

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