seeing task list in "Edit Appointment" screen

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jrpappy
Posts: 64
Joined: Sat Dec 19, 2009 12:06 pm

seeing task list in "Edit Appointment" screen

Post by jrpappy » Tue Aug 21, 2012 8:59 am

when we are using the unscheduled list to fill the schedule we click on the unscheduled appointment which brings up the Edit Appointment screen. Is it possible to display the task list in this screen? We often use task list to make a task to call a patient at a specific time interval.

For instance, if we call a patient to schedule treatment and they are not ready to schedule yet, we let them know that we will be calling them back at a specific time interval (2 wks, 1 month, whatever is appropriate) and make a task to remind us to follow up. We do the same when a patient cancels and ends up on the unscheduled list. It would be nice to see the task list alongside the comm log in the edit appointment screen so that we can quickly see if the patient is due or close to due for a call.

John

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