In Sunrise Patient Portal™ administrators have the ability to map forms to
specific tasks within the Acct Maint tab.
Before you begin
You must create a task definition in configuration tools. The created task will be
available in
Task Form Mapping and can be added to a form. The
task must have a process, role, location and security rights assigned.
Procedure
-
Click the Acct Maint tab.
-
In Page Menu panel click Task Form
Mapping.
Task Form Mapping information is
displayed.
-
Click Add New Mapping.
Add Mapping is displayed.
-
Select a Task.
-
Select a Form.
-
Select a Facility.
-
Select a Location.
-
Click Save.
Results
The Location, Facility, and
Form information is added to the task and displayed in
Task Forms Mapping.