Custom Tasks

Axxess Palliative Care now enables administrative users to add custom tasks to the Schedulable Tasks list in Company Setup. By enabling users to create and complete tasks that are customized to their organizational needs, this enhancement streamlines operations and facilitates accurate task documentation.

To add custom tasks to the Schedulable Tasks list, users must have permission to view and edit in Company Setup.

Company Setup Permissions

To give a user permission to view and edit in Company Setup, edit the user’s profile and navigate to the Permissions tab. In the Administration section, select View and Edit next to the Company Setup permission. Click Save to finish granting the permissions to the user.

People tab ➜ People Center ➜ Edit ➜ Permissions tab ➜ Administration section ➜ Company Setup ➜ View/Edit ➜ Save

Add Custom Tasks

To add a custom task to your organization’s list of schedulable tasks, navigate to Company Setup under the Admin tab. On the Scheduling tab, select Add Custom Task in the Schedulable Tasks section.

Admin tab ➜ Company Setup ➜ Scheduling tab ➜ Schedulable Tasks ➜ Add Custom Task

Complete the required fields in the Add Custom Task window and click Save.

The saved task will be added to the Schedulable Tasks list with a blue Custom label next to the task name. Once a task is saved to this table, it will be available for scheduling through the Employee Schedule and Patient Schedule screens.

Updated on 10/12/2023