Task Groups

This section categorizes tasks into Groups and Sub Groups so they are easy to find when providers need to add additional orders to a visit.

File Maintenance > Setup - Orders > Task Groups

Task groups

Label Description

Master Group ID

The primary group, a major category of clinic operations, see Creating Master Groups.

Sub Group ID

The secondary group, see Creating Sub Groups.

Copy Work Flow Wizard

This button is used for work flow setup, see Setting Up Work Flow Sequences.

Enter Search Criteria to find Prototypes

A task-level search. The tasks in the left grid are the tasks found by this search.

Prototypes in this Group

The tasks in the right grid are the tasks already selected to be in the subgroup.

Add/Remove

Use these buttons to select tasks and add or remove them from the Prototypes in this Group column.