How can I create and give a to-do list to my patient in CareWay?

CareWay allows you to generate a to-do list to provide to your patient following a consultation. This list can be used to summarize recommendations, follow-ups, or actions to be completed after the visit.

The to-do list can be accessed from the menu of note types to generate.

Steps to follow:

1. Access the list
   1. Click on Note settings if you only wish to generate a to-do list, or
      
   2. Click on the + icon to add another note if you want to generate a list after creating your consultation note.
      
2. Select the note type
   1. Choose To-Do list, then click Generate note.
      
3. Provide the list to the patient
   1. Print the list and hand it directly to the patient, or
   2. Copy the note content and paste it into a message to send by email or through a patient portal.