Tasks are an internal communication tool for creating personal tasks with reminders, assigning tasks to other users and notifying users when tasks or events are completed.
Tasks can be single or repeated. For example, a single task can be used for scheduling a follow-up appointment with a patient, or the office staff can have a repeated task for completing the end-of-day reporting.
Tasks can also be generated automatically for certain events, for example, when a referred patient arrives or when finalizing invoicing.
Create a Task
In the left sidebar, select Tasks, then select + New task.
In the Create task dialog, add the task details. Title and Assigned user or Ward are required. In addition, you can select a task type and status, set a deadline and reminder, and select a specific client and patient the task is related to. Users can select in their own profile settings whether they want to receive notifications about tasks by email/SMS.
For a repeating task:
Add the Start date and select End type. For By end date, add the end date. For By recurred times, add the number of times you want the task to be repeated.
Select Recurring type: daily, weekly, monthly, or yearly.
If you need to inactivate a repeating task temporarily, uncheck the Active checkbox.
Select Save.
Create a Task from a Consultation
If you're in an active consultation, you can create a task with the client and patient filled in automatically.
On the consultation page, select Planned future actions in the action toolbar, choose the relevant patient (if there's more than one), then select + next to Tasks.
Note: If you're using the new consultation page layout, select the Patient discharge tab, then in the Next steps section select + next to Tasks.
Fill in the task details as described in Create a Task above.
Create a Task from the Patient Page
To create a task with the client and patient already selected, go to the patient's page and select the Tasks tab, then select Add. Fill in the task details as described in Create a Task above.