The To Do List displays notifications for missed medication, medication not administered, medication stock threshold, and client feedback. Notifications are colour-coded by status.
Access the To Do List
Log in to Client Manager: Access Group UK | Login Page.
Click Client Manager.
Click Notifications at the top of the Dashboard screen.
Click Open To Do List.
đ¤ Tip: Client Manager opens on the Dashboard screen by default.
Notification statuses
Status | Tag colour |
New | Red |
In Progress | Black |
Resolved | Green |
Rejected | Blue |
New and in-progress notifications can be actioned. Resolved and rejected notifications can be viewed only.
Filter notifications
Use the View Filters option in the To Do List to search and filter notifications. You can filter by:
Agency â if you have multiple views.
Location
Status â filter between New, In Progress, Resolved, or Rejected.
Assigned To
đ Note: If you need further assistance with the To Do List, raise a new case online and reference the title of this article.