Add to a board from any page

The Add (plus) icon in the header lets you add a task, lab, On the Way patient or stock request, fill out a team form or add a log entry from wherever you are, without losing your place.

Add something

1. Tap the plus icon in the header (Add).
2. Pick one of these, in this order:

• Task: onto the task board
• Lab: onto the labs board
• On the Way: a patient heading in
• Stock request: flag something running low
• Fill out team form: send a request to a team
• Fill out log: add an entry to one of the clinic's logs

1. A form slides in from the right. Fill it in and save it (see below for team forms and logs).
2. A small confirmation appears in the bottom corner, such as Task added, Lab added, Added to On the Way or Stock request sent. Tap Open Tasks (or the matching board) to jump there, or ignore it and it goes away on its own.

To back out without saving, tap outside the panel, tap the X or press Escape.

Team forms and logs

1. Choose Fill out team form or Fill out log.
2. A list of your clinic's team forms (Fill out a team form) or logs (Fill out a log) opens. Tap the one you want. If your clinic only has one, it opens straight away.
3. Fill in the same form the Team Forms or Logs page uses.
4. Tap Send for a team form, or Save for a log entry.

The confirmation reads Sent with the form's name, or Logged in with the log's name. Tap Open Team Forms or Open plus the log's name to see it there.

Only published team forms show in the list. If there are none yet, the panel says an admin can add them in Clinic Settings → Team Forms (or Clinic Settings → Logs for logs).

Good to know

• Each option only shows when your clinic uses that tool and you're allowed to open it: Tasks, Labs, On the Way, Stock Requests, Team Forms and Logs. If none apply, the plus icon doesn't appear.
• Tasks, Labs and On the Way boards update live, so anyone looking at that board sees your new card without refreshing.
• The forms are identical to the ones on each board, so everything you can set there (assignee, status, notes and so on) works here too.

Quick tools are different

The pen icon next to the plus is Quick tools: New patient, New note, New to-do and Calculator. Those are personal. They save to your own My Dashboard, not to a shared board. See Personal to-dos and notes and Quick patient notes.