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Create a Task

A task can be created from anywhere in a patient's file, using the Create Task button in the blue bar.

Create Task Button

You can also create a task from the Tasks section in the patient’s record by clicking 'Create Task' button.

Create Task Button - Patient

  • A task needs a title, and can be assigned to yourself, or another user in the team.
  • You can select a due date by either selecting a specific date from the calendar selector, or choosing an option from the Due Date dropdown menu, which automatically calculates the date based on your selection.
  • You also need to select a Priority. By default, the priority is set to None.
  • The full text area is optional.
  • Input Templates can be used from the INS menu to save work for common tasks eg post appointment tasks.

Create Patient Task