About Tasks
Use Tasks to track a work item that you would like to remind yourself to complete. Tasks have a subject, due date, priority, task type, and status. You can assign Tasks to specific users in your practice or leave Tasks unassigned to indicate that someone in your practice needs to complete the task. You can optionally attach Tasks to several different types of records in your practice, including Patients, Appointments, Encounters, and Payments.
For more information about using Tasks, read the following help topics:
New Task - Add a new Task record for you or your practice.
Attach Tasks - Associating a Task to a specific record in your practice.
Find Task - Find an existing Task record in your practice.
Edit Task - Modify an existing Task record.
Delete Task - Delete a Task record from the practice.
Still need help? Contact support here.
