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Sidebar Menu: Home (To-do List)

The Home page acts as your task dashboard — a centralized list of actions, documents, and assignments requiring your attention. It is role-based and dynamic, updating based on user activity and document status.



🔹 To-Do List Filters and Components

1. Category Dropdown

Used to organize tasks by status:

  • All Categories

  • Create – Tasks needing document creation.

  • Complete – Tasks needing document finalization.

  • Sign-In Complete

  • Manual To-Do – Manually assigned tasks not linked to documents.

2. Assign To Dropdown

  • Lists all providers assigned to your location.

  • Filter tasks by individual providers assigned to the selected location.

3. Filter: Patient + Date Range

  • Narrow tasks by specific patients or appointment dates.

Add filter on Home Menu, Showing Patient & Date Range

🔹Notifications

Account wide reminders are displayed on the rightmost side. The screenshot below shows an alert for a new appointment in another location despite the Location Selector having a different Location

🔹 Document Workflow (Create → Complete)

✅ Step-by-Step: Completing a To-do

  1. Filter to “Create” Category + Provider Name

  2. Select a task, eg. "Create Patient Communication Log (appt. 06/26/2025 04:00 PM)"

  3. Click the document hyperlink to open it

    to do list create task with red box on the hyperlink "Patient Communication Log"

  4. Fill out, select a document status (Draft, Pending, Complete) and Save

    • Once saved, it prompts confirmation

    • Document will have a REF# displayed.

  5. The task will be removed from the Category: Create queue.

🛑 Important:

  • To-Do List shows only overdue or current-date tasks

  • Future-dated documents are hidden until due

  • When a document is in Create category, it means that the actual document is not generated yet. Marking the Complete button will only remove the task but will not generate REF# for the document. This might lead to improper documentation as Create Tasks are automatically generated from incomplete documents from the Appointment Sidebar menu
  • If a created document for a patient under the user's caseload did not go to the user's To-do List, you can go to the Sidebar Menu: Documents and manually edit/complete the document.
  • Completed tasks cannot be restored to the To-Do List. Opus Support cannot restore completed To-do List task as well.
  • If a cancelled appointment had a started but unlinked document, it may leave a lingering task in the To-Do List (under Complete); go to Sidebar Menu > Documents, search by REF#, and delete any duplicate or unneeded documents to clear it without affecting valid notes.

🔄 Completing a Document

  1. Go to the Complete category

    To do list "Complete" category

  2. Open the document by clicking on the link

  3. Change Status at the top to CompletedDocument status draft, pending and completed with red box on completed

  4. Click Complete & Lock

    • Document is removed from the to-do list

    • Finalized; no further edits allowed

🔐 Edit Restrictions

Completed documents can’t be changed. To unlock:

  • Contact your supervisor/approver

  • They will coordinate with Opus Support

Complete and Lock button

🕒 Drafts & Pending Status

For documents that can't be completed in one sitting:

📝 Draft

  • Use when required fields are incomplete

  • Saves progress without triggering errorsscreenshot of document saved as pending. it is unable to be saved due to remaining required fields.

🕐 Pending

  • Use when document is completed by the supervisee

  • Awaiting supervisor’s review or signature

 

👩‍🏫 Supervisor Review (Admin Flow)

Once a document is marked Pending, it appears in the Supervisor’s To-Do List:

*You can check the provider's supervisor on the Sidebar Menu : Providers, supervisor columnscreenshot of provider menu highlighting that a profile has supervisor

  1. Supervisor opens document

  2. Reviews and adds feedback via the Notes Panel

     

    note panel tagging a provider

    • May use @mention to notify the original author

       

      *Tagging provider's name via @ will prompt a notification on their profile.

  3. Task gets routed back to supervisee if corrections are needed

  4. Final completion locks the document

🔧 Manual To-Do Items

These are non-document tasks added manually.

To Create:

  • Choose Manual To-Do

  • Fill in:

    • Assigned user

    • Task description (e.g., “Complete head count in IOP room”)

  • Click Save

To complete:

  • Locate the task

  • Use Action > Complete

  • Confirm to remove from list

🖼️ Placeholder: Manual to-do creation and completion

🔐 Permissions & Visibility

Access is controlled by role-based permissions.

Key Settings:

role settings highlighting To-do settings

  • Can see all To-Dos: Allows users to view others' lists

  • Can complete To-Dos: Enables users to mark items complete. Screenshot below is an example of role with "Can complete to dos" turned off. Notice that there are no complete buttons for their Create and complete tasks. Complete button for Manual To-do's however, is retained. 

 

⚠️ Action Button: Complete - Use with Caution

  • Purpose: Manually remove duplicate or obsolete tasks, complete Manual To-do's

  • Effect: Removes tasks from view only. Create and Complete tasks will be removed without making changes to their respective forms (documents).

  • Only use when necessary to declutter the list

🎯 Filter: Patient-Specific Filtering, Date Specific Filtering

Use the dropdown to:

  • View tasks related only to a specific patient. Patient can be searched via MR# or name.

  • Limit the view to specific dates only

✅ Summary

  • The To-Do List is a dynamic hub for task management

  • Documents follow a clear Create → Complete path

  • Manual To-Dos support custom task workflows

  • Role settings govern task visibility and completion rights

▶️ Next Tutorial

Stay tuned for the next guide, where we explore other sidebar menus such as:

  • Patient

  • Appointments

  • Documents