Task Addition
Use the updated Tasks screen to add tasks, filter work, and move between Active Tasks, Recall, and Completed Tasks.
Updated
To manage and track clinic work, open the Tasks screen. The updated screen is organized into Active Tasks, Recall, and Completed Tasks tabs so your team can separate current work, patient recall follow-ups, and completed items.
To assign a new task, click the Add Task button. In the window that opens, enter the task title, choose the responsible employee, select the related patient if needed, set the due date, choose the department, and add a description for any important details.
The top filter area lets you search by task name, filter by created date or due date, sort by updated date, created date, or due date, and expand Advanced Filters when you need more precise patient, assignee, or creator filters.
After saving, the assigned employee receives a notification and the task appears in the relevant list. It is possible to create tasks by selecting only a department, but choosing a clear responsible employee is recommended whenever possible.
If you have difficulties with task creation, contact our team at any time using the live chat button in the lower right corner.