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

  1. Open the Tasks menu and select Task Search.                                                   
  2. Click New at the bottom of the page. 
  3. Enter all required and pertinent task fields.
  4. Select Save.

-or-

  1. Navigate to a patient’s account page.
  2. Select the task icon next to the patient’s name in the patient header.
  3. Click New at the bottom of the page. 
  4. Enter all required and pertinent task fields.
  5. 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

  1. Open the Tasks menu and select Task Search.                                                   
  2. Enter any desired search criteria.
  3. Click Search. Results will display in the adjacent window. You can click and drag this window over to view all columns.

Updating Tasks

  1. After searching for a task, double-click on a task to bring up the specific details.
  2. Select Edit at the bottom of the page.
  3. Make any desired changes.
  4. Click Save.

Use this method to mark tasks as Complete.

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