Create and Manage Tasks

The Tasks feature lets you create and manage manual tasks for yourself and your colleagues, helping you stay organized throughout the day. You can review tasks assigned to you, mark them as completed or high priority, and create new tasks when follow-ups are needed. You can also open the full task list to see both manual and system-generated tasks in one place for a complete overview of what needs attention across the clinic.

Useful links:

• Understanding appointment dashboard: Appointment Dashboard
• View and set pending arrival times: Arrival Time
• View and publish pending draft journals: Draft Journals
• Follow-up on pending patient tasks: Manage Pending Patient Tasks

Step-by-Step