There may
be times where a worklist should be applied to multiple patients, instead of
applying it one by one, add the worklist to a group/list of patients to save
time.
To apply a
worklist to multiple patients:
- Open
the client list manager (Reports > statistics > client list manager).
- Select
an existing client list from the left or create a new list.
- Highlight
the appropriate patients from the list, to select all, highlight one patient, click
above the column names to select all.
- Click
‘create task(s)’.
- Select
a worklist template or fill in all the required fields and enter the notes.
- Click
‘save and create tasks’.
- All
patients who were highlighted on the client list will now have the above
worklist applied to their records.