Board: Track Patient Tasks

Board is a virtual task-tracking board for outpatients, designed as a centralized view and checklist of tasks due for all patients currently in your practice’s care. The Board is organized into four categories: Treatments, Dental, Grooming, and Surgery.

In each category, you can select Add Patient + to create a new task checklist for a patient. (Note: Task lists do NOT link to open encounters or visits.)

Tasks are color-coded by status:

• White: The task has not been started.

• Yellow: The task is the next task due and currently in progress. The timestamp displays when it was started.

• Green: The task is complete. The timestamp displays when it was completed.

Available Actions in Board

• Select the horizontal lines on a task cell to open the task options window. Here, you can add comments, enter a quantity of items administered, or delete the task. The horizontal lines turn red when comments are added, and the quantity displays in parentheses next to the task name.

• Select the vertical ellipsis next to the patient’s information to open their action menu. From here, you can:

  • Select Complete! to mark the entire task checklist as completed and remove it from the Board.

  • Select Order Lab… to open the Order Diagnostic window and place a lab order. The order will display in the Diagnostic tab of the patient’s chart.

Board is enabled by Org Admins.

In More > Admin > Modules > Treatment Board, toggle on Enable Board to add the Board tab to Global Navigation.