Use Tasks to assign work across your group practice and keep patient details with the task. You can also add files, comments, a due date, and a priority.
In this guide, we'll cover:
Opening and finding tasks
Creating and updating a task
Completing, archiving, or deleting a task
Opening Tasks
Select Tasks from the left menu.
Choose Pending, Completed, or Archived.
Creating a task
Select New task.
Choose the teammate responsible for the work.
Enter a title.
Add a description.
Choose a due date.
Set the priority.
Add any attachments.
Share a patient chart item if needed.
Choose To Do or In Progress as the starting status.
Select Create task.
Finding tasks
Choose All, Assigned to Me, or Created by Me.
Filter by status, priority, due date, or shared module.
Use the search field to find matching text.
Updating a task
Open a task to review its activity and comments.
The task creator can change all task details.
Practice owners and administrators can also change all task details.
The assignee can move the task through To Do, In Progress, and In Review.
The assignee can add comments and complete work they already have permission to do.
An assignee who did not create the task cannot change its main details or archive it.
Note: Only the comment author can edit a comment. Comments can be edited for seven days after they are posted.
Completing, archiving, or deleting a task
Select Complete when the work is finished. The task stays available for reference.
Select Archive to remove a finished task from active views while keeping its history.
Select Delete only when the task should be permanently removed.
Important: Only the task creator, a practice owner, or an administrator can delete a task.