Disabling the Departure Task List for a User

This feature:

Clinicians or other users who have no need to view the Departure Task List in their view of the Main (Appointment) book can opt to disable this sidebar based on their User Settings.

Patientretention-SideBar-context

NO-ApptWorkflowPane

Departure Task List enabled

Departure Task List disabled

Default configuration:

When the Appointment Workflow is enabled in Configure > Practice Settings,

Configure-MulticolumnAppointmentBook

... this by default enables the Departure Task List display for all Users.

To hide the Departure Task List you need to disable the default setting per user.

To disable the Departure Task List for a particular User

  1. Open Configure > User Settings.
  2. Select the User (in this example, "DEMO"):

    UserSettings-SelectUser

  3. Under the Appointments area, check (tick) Hide Appointment Workflow:

    HideAppointmentWorkflow-check

    (You will only see this checkbox if you have EXACT version 11.3 or later, and the Appointment Workflow has been enabled under Configure > Practice Settings)

  4. Click the Save button at the top of the page:

    UserSettings-Save

  5. NOTE: If the User is logged on, he/she will need to close and re-open the Main (Appointment) screen to see the change.
    To close:

    Close-CornerX

See also...

Configuring Custom departure tasks

Selecting patients by means of Query Templates

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