In general, each user's task and task list is separate (although there is a configuration option where ALL users could see ALL open orders and/ or unsigned SOAP notes). If you have several staff members who need to share one task list, you can do this by creating a dummy user for that shared task list under Admin > Manage > Users (your own user permissions must be set to allow User Management to be able to do this, so setting this up would be a task for someone with superadmin permissions).


Click on the Add New User button, and then on Add User (not Add Resource). In the user set up window: 

  • Role: choose Other
  • User Employment/ Status: doesn't matter. Pick any one.
  • Permissions: pick something limited (Scheduling Limited would work).
  • Prefix: blank
  • First Name: Choose any "first name" that makes sense for your shared task list, when read along with the "last name," for example "Shared"
  • Last Name: Choose any "last name" that makes sense for your shared task list, when read along with the "first name," for example "Nurse Tasks"
  • Suffix: blank
  • Username: Choose a username that makes sense for your shared task list, for example "nursetasks"
  • Password: doesn't matter (no one is actually logging in under this account), except that it should be strong/ unguessable for security purposes. Enter a random string of 8 characters into a note field, then copy paste into the Password and Confirm Password fields, then delete from the note field.
  • Email: blank
  • NPI: blank
  • DEA: blank
  • Should this user have a calendar: No
  • Does this user require a co-signature when signing encounter notes?: Never
  • Notes about this user: blank
  • Notes to MD HQ: This is not an actual user - it is only for the purposes of other users having a shared task list.