Manage Pending Patient Tasks

Manage Pending Patient Tasks

The Pending Patient Tasks section helps you stay on top of patients who still need to complete required steps before their appointment, such as the Health Declaration or Silhouette. From here, you can easily follow up with patients and mark tasks as reviewed once they’ve been handled. This ensures patients are fully prepared and the clinic workflow stays on track.

Useful links:

Dashboard overview: Dashboard Overview
Understanding Appointment widget: Appointment Dashboard
Create and View tasks: View and Create Tasks

Step-by-step

1. The Pending Patient Tasks section shows all patients who still have required steps to complete, such as their Health Declaration or Silhouette.

2. Click on a patient in the list to open their details.

3. In the patient view, you can see all tasks they still need to complete and you can follow up with them accordingly.

4. You can check existing notes or add new appointment notes to document your follow-up attempts or next steps.

5. Once done, mark it as Reviewed

6. Continue through the list, following up with each patient and marking them as reviewed as you go.