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Create an Ad Hoc Task Without an Action Template

In a step of a therapy stage, create an ad hoc task from scratch by using the available options. You can add up to 10 ad hoc tasks in a therapy stage.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
User Permissions Needed
To access Multi-Step Scheduling features: Manage Multi-Step Scheduling features
To create, edit and delete Health Cloud data: Manage Health Cloud
  1. From the App Launcher, find and select Care Program Enrollees.
    Alternatively, from the patient’s record page, go to the Related tab and navigate to the Care Program Enrollee list.
    Note
    Note Make sure you add the Related List Lightning component to the patient’s record page.
  2. Select the enrollee record where you want to add the ad hoc task.
  3. In the My Tasks section, expand the dropdown and select Add Task.
  4. On the Create Ad Hoc Tasks page, click Create Tasks Without Using Action Plan Template, and then click Next.
  5. Fill these details.
    Field Description
    Select Step Select the therapy step from the dropdown.
    Relate To Select the user or group to which you want to assign the task.
    Assigned To Select the specific user or group.
    Subject Add the title of the task that you want to add.
    Is Required Select if you want to mark the task as required.
  6. Save the changes.