View Todo List screen.

The Todo List is a list of things you need “to do”. Click the Todo List button on the Main Menu to access the Todo List. When you click it the Todo List will appear.

Accessing the ToDo List
Each Todo item includes the date the item was Set, the date the item was Completed, its Priority (Urgent, Normal, or No Hurry), its Status (Todo, In Progress, or Completed), the Name for whom the item refers (Patient, Account, or Inter Office), and a Memo area describing what you need to do. This Memo has no limit to its length.

As items are completed they may be marked as "Complete," in which case the Date Done field will display the Completed Date, or the item may simply be deleted from the list. The button to the left of the item deletes it. The Todo List screen allows you to show all the items, or just the items that have not been completed, or just the items that have been completed. You may also sort the list in various ways, and print a Todo List Report.

Creating a ToDo Item
The Create Todo Item button will bring up the Set/Edit Todo Item screen. Use this screen to write your Todo item and set its Priority and Status. Todo buttons are seen in various areas of the program to quickly pop up the Set/Edit Todo screen without having to return to the Main Menu.