In the Order section of an Exam you can now select who (profile or individual) to send an order task to based on the content of the task. Previously, the task could only be sent to the front desk and visible in the Home Screen.

Double click on any of the orders in the Order list to open up New Order window and schedule

You can also select the 'Add New' button and choose from the list of order types.

Send that task to a specific profile, individual or all staff in the practice with the "Send Task To" option.

Now tasks can be viewed in the Optical/Checkout tab under Tasks, in the Patient's tab in the Summary section, and in the Home Tab.

To change the status of a Task, click on the hyperlink to toggle between incomplete and complete status.

The Recall option has been removed from the Select Order Type Window and is now in the Configure tab within the EHR. To access it select Configure > Exam Configurations > Exam Types > Double click on the Exam type to open. You can choose if you would like the Recall section to default onto the Exam just like any other existing section.

If there is a Recall setup, once the doctor signs the Exam or selects Ready for Billing, that recall will be automatically created on the patient's record.