Patient Tasks

This article describes how to create tasks for a specific patient in Patient Chart.

For information on creating tasks for clinic staff, see Create a Personal Task.

In Patient Chart, you can create tasks for yourself or other clinic staff members. You can also link tasks to open encounters.

1. Go to Patient Chart > Tasks and select + New Task.

2. Enter the task Title and Description.

3. By default, you will be listed in the Assignees field. You can optionally remove yourself from the assignees by selecting the X.
   To reassign the task, do one of the following:

   1. Add additional assignees from the drop-down menu.

   2. Assign the task to a Task Group.

4. Use the calendar icon to select the task Due Date.

5. Select the task Category from the drop-down menu. (Task Categories are configured in More > Admin > Configure > Task Categories.)

6. Set the task Priority: Normal, Urgent, or STAT.

7. (Optional) Select the patient’s open encounter from the Linked Encounter drop-down menu.

8. Select Save.

The new task is saved in the Tasks grid of Patient Chart.

If the task is assigned to you, it displays in the My Tasks window accessed from Global Navigation. Select the patient’s name in the My Tasks window to navigate to their chart.

Tasks cannot be deleted.

Tasks can only be marked as Completed by selecting the checkmark icon.