Juniper
  • Welcome to Juniper!
  • Patients
    • View patient database
    • Create new patient
    • View individual patients
  • Parent Engagement
    • Invite a parent to create an account
    • Chat with a specialist or parent
    • Create a Share for a parent
  • Calendar
    • Connect your calendar
    • Create calendar events
    • Send out availability calendars
  • Session Notes
    • Write session notes
    • Use templates
    • Upload files
  • To-Dos
    • View to-dos
    • Create to-dos
    • Edit to-dos
  • Change Log
  • Status Page
  • FAQs
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  1. To-Dos

Edit to-dos

We imagined to-dos as constantly evolving tasks that can be passed back and forth between multiple people in a clinic. Each to-do should be editable and will log all the activity that happens on it -- including all the people who have ownership on it and the changes they've made.

Edit a to-do

To edit a to-do:

  1. Navigate to the To-Dos on the left-hand navigation pane

  2. Click on the desired to-do

  3. Edit directly into the right-hand side of the to-dos pane, changing any of the fields (except the Creator field)

  4. Click "Save Changes"

To assign a to-do to a different person:

  1. Simply change the "Owner" to another clinician within the clinic

  2. Click "Save Changes"

The to-do should now pop up in their To-Dos modal under the "Owned by you" section -- and the number on the To-Dos link at the top of their portal should increase by one.

All changes made on any to-do are logged in the "All Activity" section under "Filter Activity"

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Last updated 4 years ago

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