Tasks are an internal notification system within Genie. You can use tasks as a reminder for yourself or to notify other users of things such as letters, important pathology results, overdue recalls or maybe even a team lunch that’s coming up.
Before you begin
Certain functionality within the Tasks area of Genie can be limited based off the Permissions set for you or your staff within the Edit Groups window. It's important you review this area and ensure these have been set appropriately before getting started with Tasks. For further information on how to use the Edit Groups window in Genie you may wish to read the Edit Groups article.
The Tasks window can be opened from Open > Tasks.
You can also access Tasks by clicking on the Tasks tab in your navigation palette.
Keep in mind that the tasks option will only appear in your navigation palette if you have a task assigned to you that is yet to be completed. When you first open the Tasks window, it will display tasks that are yet to be completed.
The types of tasks displayed can be adjusted with the dropdown in the top right. You can filter this list by ‘Show All Tasks’, ‘Due or Overdue’, ‘All – Uncompleted’, and ‘Sent Tasks’.
If your security preferences in File > Edit Groups allow, you can also access other users’ tasks from this window by using the username dropdown in the top right-hand corner of the window.
To create a new task, click the blue plus button at the top of the tasks window. This will open a New Task window.
In the new window that appears, you can give the task a title and write your notes in the body of the task. At the bottom of this window you have the option to link a patient record. Clicking Link Patient will bring up the search box to search your patient list so that you can select a patient that Task may be regarding.
The same will happen when you click ‘Link Provider’ – but this will search your address book for a provider the task may be regarding.
On the right-hand side of the ‘New Task’ window, in the ‘Send Message To’ list you have the option to select who you wish to send the task to. At the top of the list, you will see the different Edit Groups options in bold which can be used to send a task to all the members of a selected group e.g. Administrators. For a list of all the members that are part of these groups, navigate to File > Edit Groups.
Clicking the checkbox will address the task to the user, and from here you can click Send to send the task to them. You can select your own name as the recipient if you’re just leaving yourself a reminder.
At the top of the ‘New Task’ window you have the option to mark the task as , meaning any users whom this task has been addressed to will see a red ‘Tasks’ tab in their navigation palette.
When those users view the task in the Open > Tasks window, it will also be highlighted in red.
When you receive a task, you will notice that the Tasks tab will appear in your navigation palette. This will show highlighted as green if a normal task exists or red if you have a task marked as urgent. To access your tasks, you can simply click the Tasks tab.
You can double click on a task to open and read it. Once opened, the task will automatically be marked as read, however, you can also mark it as complete by clicking the checkbox.
If the task is linked to a patient, you can open their demographics window and clinical window using the appropriate icon in the bottom left hand corner of the Task window.
You can also reply to a task by clicking the button at the bottom of the window. This will send a task back to the sender.
If you are the Administrator of your practice (indicated by the tick next to your username at the login screen) Genie will send tasks relating to functions within the program. Genie will automatically send a task for letters that have failed to send, pathology/radiology result files that are invalid or that it cannot read, and failed backups.
For more information on how to deal with these tasks, please refer to our articles listed below:
When linking a task to a patient, not only will the task be sent to the relevant recipient, but it will also be stored within the patient's clinical window. This ensures that a record of all tasks relating to your patient's care can easily be reviewed.
The location of these task within the clinical window depends on the type of Clinical window view you may be using. If you are using the large clinical window they will be found under the Other tab:
If you are using the small clinical window they will be found under the Checklist/Script Archive tab:
It is also possible to create a task relating to a patient directly from their clinical window using the blue plus icon above the task list.