How to use patient tasks

A patient task is an administrative to-do for a patient: requesting an insurer’s authorization, calling to confirm an appointment, asking for a missing document or collecting a balance. Each task has an assignee and, optionally, a due date.

Create a task

1. Open Patients and enter the patient’s profile.
2. Go to the Administrative tab and find Patient tasks.
3. Type the task. It is yours by default; under Assignee you can give it to a colleague.
4. If it has a deadline, pick the Due date. + Add note keeps details such as a reference number.
5. Press Add.

See the whole clinic’s tasks

In the menu, Tasks gathers every patient’s to-dos:

• My tasks, All or Unassigned change whose tasks you see.
• The Overdue, Due today, Upcoming and Done tiles filter by date. Press one again to clear the filter.
• Tick the box to complete a task. The pencil edits it and the bin deletes it, after you confirm.

The red number next to Tasks in the menu counts your overdue and due-today tasks.

Alerts

• When a colleague assigns you a task, you get an alert in the bell.
• On the day it is due, at 7:00 a.m., you get another alert.

Tip