Tasks: Creating and Tracking
Let’s review how to create tasks, assign them to yourself or others, search and filter tasks, and update them. After a task has been assigned to a user, they will be notified when they log in on the task’s Due Date.
Creating Tasks
- Open the Tasks menu and select Task Search.
- Click New at the bottom of the page.
- Enter all required and pertinent task fields.
- Select Save.
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- Navigate to a patient’s account page.
- Select the task icon next to the patient’s name in the patient header.
- Click New at the bottom of the page.
- Enter all required and pertinent task fields.
- Select Save.
Task View Fields
- Description: Short and simple title for the task
- Assignee Type: Defines whether the task is assigned to an Individual or a Group
- Assign to Me: Automatically assigns the task to yourself
- Assignee Individual: If Individual is selected as the Assignee Type, select the user the task should be completed by
- Assignee Group: If Group is selected as the Assignee Type, select the group the task should be completed by
- Regarding Patient: If the task involves a patient, select them here
- Task Type: Select the type of task (i.e. Reminder, Call Payer, Call Patient)
- Due Date: The date the task should be completed by
- Status: Designate the task as being Incomplete, In Progress, or Complete
- Comment: Include additional information that may be helpful when completing the task
Searching for Tasks
- Open the Tasks menu and select Task Search.
- Enter any desired search criteria.
- Click Search. Results will display in the adjacent window. You can click and drag this window over to view all columns.
Updating Tasks
- After searching for a task, double-click on a task to bring up the specific details.
- Select Edit at the bottom of the page.
- Make any desired changes.
- Click Save.
Use this method to mark tasks as Complete.