Patient Tasks

Use this Tasks tab to manage patient-related tasks. This is not for Personal Tasks.

Create a Patient-Related Task

TASKS CANNOT BE DELETED, THEY MAY ONLY BE MARKED AS COMPLETED.

1. Navigate to the desired patient.

2. From the patient ribbon, select the Tasks tab, then NEW TASK.

3. Enter the details in Set a Task.

4. Choose who is assigned to the task. Leave yourself selected in Assigned to if it will be your task or change/add additional responsible persons, select them from the drop-down.

   • Delete an assignee by clicking the ✖.

   • Add an assignee by clicking the ➕ and begin typing a name. add as many assignees as you wish.

5. Choose a Category from the drop-down. The Category may be created under More > Admin > Configure > Task Categories.

6. Attach the task to an encounter if desired.

7. From the calendar, select a due date.

8. There is no save button; once the date is selected, the task creation is complete.

9. See the task in the task list with a due date as assigned.

Complete a Patient-Related Task

Select the task from the list and click the checkbox for the completed task.

• Or click the task to be taken to the patient chart and select Mark as Done.

To see who completed the task, reopen the task or see the information in the patient chart.

Patient-Related Task Notifications

To receive notifications when assigned or when an assigned task is completed.

1. Navigate to your profile.

2. Select the Preferences tab.

3. Toggle on Email Tasks when assigned and completed.

SEE Personal Tasks TO CREATE A TASK NOT RELATED TO A PATIENT.