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Improvements When Searching for Tasks
Improvements When Searching for Tasks

This article introduces improvements to the search performance in ALL TASKS.

Updated over a week ago

Navigating Search Results

  • If you open a task in the ALL TASKS section, the task will open in a new tab, keeping your original search results in place.

  • For Master or Manager roles: if you change the status of a task, e.g. RETURN TO PENDING, DELETE, REJECT or SAVE, the tab will close.

Save Changes

  • If you have made changes to the task and click on CLOSE TASK , you will be notified by the browser that your changes may not be saved.

    They usually are but to make sure click on Cancel and then click on SAVE in the task. Changes will be saved and the tab will then close.

New Period options

You are logged in as any user and want to search for a task in the ALL TASKS section.

1) By default the Period field is set to Last 90 Days.

=> This is a new option which helps speeding up your search.

2) If you click into the Period field, you'll have additional new options:

Last 30 Days

Last 60 Days

=> With these options you can easily limit your search period.

You can still custom your time period or select All time from the dropdown menu.

NOTE: The All time search takes longer to run and return your result. To improve this performance the default setting is Last 90 Days.

Search field

Performing a free search for a patient name, ID or task ID, etc. requires the entry of at least three characters.

=> This measure also speeds up your search and delivers more limited results.

For further queries and questions, please do not hesitate to contact us on the Helpdesk or at [email protected]. © 2022 - 2024

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