How to choose a patient list in Task List.

Settings such as patient lists are set on a tab by tab basis. So you will need to choose a patient list for each tab you are using e.g. Referrals, Contacts etc.

From the relevant tab within Task List:

  1. Right click on ‘Assigned Tasks‘ (towards top left).
  2. Click ‘Customise Patient View‘.
  1. In the Task List Properties pop-up window, put a tick in the box for ‘Choose a Patient List’.
  1. Click on the patient list you wish to select.
  2. Click OK.

 

For instructions on how to set up a Patient List see the Setting up a Patient List page.


Updated: 10 February 2026