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Todo.

Track rechecks, callbacks, and pending results for each patient. Set due times, review suggested tasks, and copy a Sign-out list.

Todo keeps each patient's rechecks, callbacks, and pending results in one list. Add tasks yourself and review the ones palmER automatically picks up from Ambient Scribe and your MDM.

Set a due time when needed, see what's overdue from the patient list, and copy pending tasks for Sign-out at the end of your shift.

Where to Find It

Open Todo from Patients:

  • Desktop. Select a patient, open the right sidebar, and click the Todo tab beside palmER Colab.
  • From a patient card. Click the Todo count on any patient card to open that patient's list.

On the Patient Card

The count beside the HPI, EXAM, and MDM badges shows how many tasks are pending:

  • Red: At least one task is overdue.
  • Amber: No tasks are overdue, but there's a new suggestion to review.
  • Gray: Tasks are pending, with nothing overdue and no unseen suggestions.

Hover over the count to preview tasks and suggestions. Click it to open that patient's Todo.

Patients with no tasks have no count, even if a suggestion is waiting. When another sidebar tab is open, a red or amber dot on Todo shows the selected patient's status.

Adding a Todo

  1. 01

    Click Add...

    At the bottom of the patient's list, click Add....

  2. 02

    Type the task

    Enter a short task, such as Recheck BP or Repeat troponin + ECG.

  3. 03

    Set a due time (optional)

    Choose 30m, 1h, 2h, or 3h from now. For an exact time, click the clock and type it in.

  4. 04

    Save

    Press Enter or click ✓. Press Escape or click ✕ to cancel.

Tasks with due times appear first, earliest at the top. Untimed tasks follow in the order you added them. Overdue times turn red.

Times use your 24-hour time preference in the patient panel's options menu.

Working the List

  • Complete a task. Click its checkbox.
  • Edit the text. Click the task text or pencil icon.
  • Change or remove a due time. Click the time to open its menu.
  • Add a due time. Hover over an untimed task and click the clock.
  • Delete a task. Hover over it and click .

After completing or deleting a task, click Undo to restore it while the button is available.

The time menu offers +30 min, +1 hour, +2 hours, +3 hours, Set time, and Remove time. The shortcuts count from now. For example, choose +30 min to move an overdue recheck to 30 minutes from now.

Suggestions from Ambient Scribe

When you mention a pending task during Ambient Scribe or include it in the MDM, palmER suggests it in Todo. Examples include:

  • Rechecking blood pressure or reassessing after treatment
  • Repeating a troponin or lactate
  • Following up on a pending result or consultant callback
  • A PO challenge or ambulation before disposition

Suggestions appear above Add... in muted text with an open circle:

  • Click ✓ to add the task to your list.
  • Click ✕ to dismiss it. Dismissed suggestions don't return for that encounter.

If you specify a time, such as "in 2 hours" or "at 4 PM," the suggestion includes a due time. Review it when you add the task. Otherwise, the task has no due time.

Open the patient's individual Todo list to review suggestions; they don't appear in All. Opening the list clears the amber indicator, but suggestions remain until you add or dismiss them.

Serial checks

After you complete a task such as Recheck BP, mentioning another recheck in a later Ambient Scribe session can create a new suggestion. It won't be suggested again while the original task is still pending.

All Patients

At the top of the Todo panel, switch from the patient's room (for example, Rm 12) to All to see pending tasks across active patients.

  • Selected patient: The highlighted card lets you add, edit, complete, and delete tasks.
  • Other patients: Check off tasks or change due times directly. Click a card to select that patient and access the other controls without leaving All.
  • Completed patients aren't included.

Open the three-dot menu beside the toggle to choose:

  • Sort by: Room ascending, Room descending, Due time, Newest patient, or Oldest patient.
  • Show patients with no tasks: Include patients with empty lists.

Both preferences are saved to your account.

Sign-out

On desktop, copy pending tasks across active patients into a plain-text Sign-out list.

  1. 01

    Switch to All

    At the top of the Todo panel, click All.

  2. 02

    Click Copy for Sign-out

    Click the icon at the top right. It's grayed out when there are no pending tasks.

  3. 03

    Review and copy

    The Sign-out dialog lists patients by room, with age, sex, chief complaint, pending tasks, and any due times. Review the list, then click Copy.

The copied text looks like this:

Example
Sign-out 2:26 PM

RM 4  58 M chest pain
[ ] Repeat troponin + ECG, 2:30 PM
[ ] Cardiology callback

RM 12  72 F syncope
[ ] Recheck BP, due 2:20 PM (OVERDUE)
[ ] Orthostatic vitals, 2:45 PM

Only patients with pending tasks are included; suggestions you haven't added are left out.

Pro Tips

  • Include the time. "Recheck BP in an hour" adds a due time so you know when to follow up.
  • Sort All by due time to see which patient's task is due next.